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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 | $51,596 | $69,977-26.3% | $108,582-52.5% | $62,881-17.9% |
| Participation rate | 65.2% | 72.9%-7.7pp | 79.6%-14.4pp | 69.3%-4.1pp |
| Annual return | 6.03% | 10.73%-4.7pp | -51.70%+57.7pp | 20.14%-14.1pp |
| Employer contribution / active EE | $480 | $2,135-77.5% | $3,758-87.2% | $2,281-78.9% |
| Participant deferral / active EE | $3,420 | $3,165+8.1% | $4,311-20.7% | $3,203+6.8% |
| Admin fee / account holder | $1,290 | $5,076-74.6% | $7,645-83.1% | $4,296-70.0% |