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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 | $49,146 | $46,534+5.6% | $64,097-23.3% | $75,177-34.6% |
| Participation rate | 64.4% | 65.9%-1.5pp | 72.3%-7.9pp | 67.2%-2.8pp |
| Annual return | 13.47% | 26.07%-12.6pp | 33.75%-20.3pp | 160.75%-147.3pp |
| Employer contribution / active EE | $1,592 | $1,976-19.4% | $2,750-42.1% | $2,671-40.4% |
| Participant deferral / active EE | $3,892 | $2,835+37.3% | $3,881+0.3% | $4,126-5.7% |
| Admin fee / account holder | $1,433 | $2,957-51.5% | $3,070-53.3% | $5,651-74.6% |