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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,690 | $57,140-11.3% | $85,240-40.5% | $80,959-37.4% |
| Participation rate | 59.0% | 56.4%+2.6pp | 67.5%-8.6pp | 67.7%-8.7pp |
| Annual return | 11.75% | 21.71%-10.0pp | 66.75%-55.0pp | 35.67%-23.9pp |
| Employer contribution / active EE | $2,542 | $1,802+41.1% | $2,735-7.0% | $2,757-7.8% |
| Participant deferral / active EE | $3,591 | $3,115+15.3% | $4,527-20.7% | $4,300-16.5% |
| Admin fee / account holder | $6,996 | $4,992+40.2% | $6,165+13.5% | $6,925+1.0% |