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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 | $51,085 | $80,983-36.9% | $96,544-47.1% | $75,177-32.0% |
| Participation rate | 67.7% | 71.8%-4.1pp | 76.0%-8.3pp | 67.2%+0.5pp |
| Annual return | 17.17% | 27.05%-9.9pp | 25.88%-8.7pp | 160.75%-143.6pp |
| Employer contribution / active EE | $2,434 | $2,282+6.6% | $2,966-18.0% | $2,671-8.9% |
| Participant deferral / active EE | $3,875 | $3,929-1.4% | $4,851-20.1% | $4,126-6.1% |
| Admin fee / account holder | $5,160 | $6,717-23.2% | $8,254-37.5% | $5,651-8.7% |