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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 | $50,360 | $41,377+21.7% | $109,313-53.9% | $62,881-19.9% |
| Participation rate | 57.9% | 57.5%+0.4pp | 71.3%-13.4pp | 69.3%-11.4pp |
| Annual return | 8.34% | 11.05%-2.7pp | 22.07%-13.7pp | 20.14%-11.8pp |
| Employer contribution / active EE | $1,567 | $1,276+22.8% | $3,892-59.7% | $2,281-31.3% |
| Participant deferral / active EE | $3,066 | $2,045+49.9% | $3,166-3.2% | $3,203-4.3% |
| Admin fee / account holder | $3,011 | $2,884+4.4% | $5,666-46.9% | $4,296-29.9% |