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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 | $51,657 | $72,273-28.5% | $101,275-49.0% | $79,856-35.3% |
| Participation rate | 65.1% | 68.5%-3.3pp | 75.8%-10.7pp | 69.6%-4.5pp |
| Annual return | 33.04% | 22.30%+10.7pp | 46.48%-13.4pp | 31.71%+1.3pp |
| Employer contribution / active EE | $2,494 | $2,691-7.3% | $3,660-31.9% | $2,471+0.9% |
| Participant deferral / active EE | $5,471 | $3,282+66.7% | $4,371+25.2% | $3,741+46.2% |
| Admin fee / account holder | $1,274 | $4,401-71.0% | $5,948-78.6% | $5,306-76.0% |