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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 | $50,354 | $45,050+11.8% | $63,018-20.1% | $70,126-28.2% |
| Participation rate | 66.7% | 69.5%-2.8pp | 74.8%-8.1pp | 69.5%-2.9pp |
| Annual return | 12.67% | 18.76%-6.1pp | 87.62%-75.0pp | 73.15%-60.5pp |
| Employer contribution / active EE | $1,032 | $2,052-49.7% | $2,761-62.6% | $2,343-55.9% |
| Participant deferral / active EE | $2,724 | $2,466+10.5% | $3,330-18.2% | $3,332-18.2% |
| Admin fee / account holder | $865 | $2,834-69.5% | $3,601-76.0% | $4,645-81.4% |