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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 | $51,450 | $71,230-27.8% | $93,727-45.1% | $80,959-36.4% |
| Participation rate | 59.3% | 60.4%-1.1pp | 68.7%-9.5pp | 67.7%-8.4pp |
| Annual return | 15.16% | 11.26%+3.9pp | 133.83%-118.7pp | 35.67%-20.5pp |
| Employer contribution / active EE | $1,315 | $1,565-16.0% | $2,421-45.7% | $2,757-52.3% |
| Participant deferral / active EE | $4,574 | $4,037+13.3% | $4,417+3.6% | $4,300+6.4% |
| Admin fee / account holder | $4,404 | $6,961-36.7% | $8,292-46.9% | $6,925-36.4% |