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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 | $50,051 | $95,404-47.5% | $113,397-55.9% | $82,637-39.4% |
| Participation rate | 61.8% | 72.8%-11.1pp | 76.5%-14.7pp | 68.1%-6.3pp |
| Annual return | 50.54% | 19.08%+31.5pp | 23.20%+27.3pp | 53.51%-3.0pp |
| Employer contribution / active EE | $2,310 | $2,307+0.1% | $2,977-22.4% | $2,552-9.5% |
| Participant deferral / active EE | $3,525 | $4,220-16.5% | $5,076-30.6% | $4,126-14.6% |
| Admin fee / account holder | $5,381 | $9,168-41.3% | $11,957-55.0% | $7,339-26.7% |