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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 | $48,093 | $54,757-12.2% | $90,287-46.7% | $72,986-34.1% |
| Participation rate | 67.9% | 65.1%+2.7pp | 73.3%-5.4pp | 69.5%-1.6pp |
| Annual return | 19.49% | 30.63%-11.1pp | 78.10%-58.6pp | 81.01%-61.5pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,855-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,599 | $2,887+24.7% | $3,885-7.4% | $3,607-0.2% |
| Admin fee / account holder | $1,358 | $3,972-65.8% | $5,351-74.6% | $5,124-73.5% |