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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 | $51,959 | $55,902-7.1% | $76,030-31.7% | $80,959-35.8% |
| Participation rate | 68.6% | 62.1%+6.5pp | 69.1%-0.5pp | 67.7%+0.9pp |
| Annual return | 11.48% | 20.59%-9.1pp | 361.54%-350.1pp | 35.67%-24.2pp |
| Employer contribution / active EE | $1,793 | $1,867-4.0% | $2,688-33.3% | $2,757-35.0% |
| Participant deferral / active EE | $3,823 | $3,051+25.3% | $4,257-10.2% | $4,300-11.1% |
| Admin fee / account holder | $4,087 | $5,239-22.0% | $6,421-36.3% | $6,925-41.0% |