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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 | $55,186 | $93,589-41.0% | $135,942-59.4% | $75,181-26.6% |
| Participation rate | 66.7% | 75.2%-8.5pp | 81.9%-15.2pp | 67.2%-0.5pp |
| Annual return | 16.76% | 30.90%-14.1pp | 68.28%-51.5pp | 160.69%-143.9pp |
| Employer contribution / active EE | $2,191 | $3,537-38.1% | $4,858-54.9% | $2,671-18.0% |
| Participant deferral / active EE | $7,354 | $6,405+14.8% | $7,759-5.2% | $4,126+78.2% |
| Admin fee / account holder | $3,107 | $6,977-55.5% | $10,764-71.1% | $5,650-45.0% |