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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 | $55,930-7.1% | $76,089-31.7% | $80,925-35.8% |
| Participation rate | 68.6% | 62.1%+6.5pp | 69.1%-0.5pp | 67.7%+0.9pp |
| Annual return | 11.48% | 20.58%-9.1pp | 360.94%-349.5pp | 35.65%-24.2pp |
| Employer contribution / active EE | $1,793 | $1,866-3.9% | $2,690-33.4% | $2,756-35.0% |
| Participant deferral / active EE | $3,823 | $3,051+25.3% | $4,259-10.2% | $4,299-11.1% |
| Admin fee / account holder | $4,087 | $5,241-22.0% | $6,418-36.3% | $6,940-41.1% |