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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 | $53,313 | $51,642+3.2% | $129,384-58.8% | $80,935-34.1% |
| Participation rate | 57.6% | 56.9%+0.7pp | 69.6%-12.0pp | 67.7%-10.0pp |
| Annual return | 14.98% | 20.78%-5.8pp | 9461.77%-9446.8pp | 35.66%-20.7pp |
| Employer contribution / active EE | $1,588 | $1,583+0.3% | $4,153-61.8% | $2,757-42.4% |
| Participant deferral / active EE | $2,044 | $2,670-23.4% | $4,166-50.9% | $4,299-52.5% |
| Admin fee / account holder | $3,022 | $4,312-29.9% | $7,686-60.7% | $6,924-56.4% |