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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 | $41,684 | $37,156+12.2% | $83,854-50.3% | $86,983-52.1% |
| Participation rate | 52.5% | 49.1%+3.4pp | 59.1%-6.6pp | 69.5%-17.0pp |
| Annual return | 18.12% | 29.88%-11.8pp | 31.39%-13.3pp | 25.83%-7.7pp |
| Employer contribution / active EE | $1,515 | $661+129.3% | $1,017+48.9% | $2,584-41.4% |
| Participant deferral / active EE | $2,606 | $1,418+83.8% | $2,035+28.0% | $4,194-37.9% |
| Admin fee / account holder | $1,452 | $2,510-42.1% | $3,197-54.6% | $7,856-81.5% |