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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 | $49,118 | $50,554-2.8% | $67,681-27.4% | $87,485-43.9% |
| Participation rate | 59.7% | 67.7%-8.0pp | 73.7%-14.0pp | 68.9%-9.2pp |
| Annual return | 14.55% | 17.81%-3.3pp | 590.58%-576.0pp | 26.06%-11.5pp |
| Employer contribution / active EE | $1,710 | $1,988-14.0% | $2,678-36.1% | $2,596-34.1% |
| Participant deferral / active EE | $3,246 | $2,961+9.6% | $3,976-18.3% | $4,274-24.0% |
| Admin fee / account holder | $1,175 | $4,132-71.6% | $6,100-80.7% | $7,775-84.9% |