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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 | $47,541 | $61,390-22.6% | $112,228-57.6% | $75,177-36.8% |
| Participation rate | 65.0% | 61.6%+3.4pp | 72.4%-7.4pp | 67.2%-2.2pp |
| Annual return | 21.93% | 28.47%-6.5pp | 30.23%-8.3pp | 160.75%-138.8pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $3,432-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,274 | $3,108+5.4% | $4,800-31.8% | $4,126-20.6% |
| Admin fee / account holder | $7,552 | $4,862+55.3% | $7,752-2.6% | $5,651+33.6% |