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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 | $49,864 | $71,215-30.0% | $93,696-46.8% | $80,935-38.4% |
| Participation rate | 53.2% | 60.4%-7.2pp | 68.7%-15.5pp | 67.7%-14.5pp |
| Annual return | 16.05% | 11.27%+4.8pp | 133.74%-117.7pp | 35.66%-19.6pp |
| Employer contribution / active EE | $2,244 | $1,565+43.4% | $2,422-7.3% | $2,757-18.6% |
| Participant deferral / active EE | $4,433 | $4,037+9.8% | $4,417+0.4% | $4,299+3.1% |
| Admin fee / account holder | $5,185 | $6,958-25.5% | $8,287-37.4% | $6,924-25.1% |