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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 | $48,001 | $53,128-9.7% | $86,582-44.6% | $70,126-31.6% |
| Participation rate | 69.0% | 65.3%+3.7pp | 73.5%-4.6pp | 69.5%-0.6pp |
| Annual return | 16.03% | 27.66%-11.6pp | 965.08%-949.1pp | 73.15%-57.1pp |
| Employer contribution / active EE | $1,312 | $2,068-36.5% | $2,839-53.8% | $2,343-44.0% |
| Participant deferral / active EE | $2,947 | $2,695+9.4% | $3,609-18.3% | $3,332-11.5% |
| Admin fee / account holder | $720 | $3,584-79.9% | $4,904-85.3% | $4,645-84.5% |