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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 | $56,544 | $54,763+3.3% | $90,324-37.4% | $72,976-22.5% |
| Participation rate | 56.8% | 65.2%-8.3pp | 73.3%-16.5pp | 69.5%-12.7pp |
| Annual return | 25.26% | 30.63%-5.4pp | 78.15%-52.9pp | 81.02%-55.8pp |
| Employer contribution / active EE | $988 | $2,093-52.8% | $2,856-65.4% | $2,440-59.5% |
| Participant deferral / active EE | $2,063 | $2,887-28.5% | $3,885-46.9% | $3,608-42.8% |
| Admin fee / account holder | $396 | $3,973-90.0% | $5,356-92.6% | $5,124-92.3% |