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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 | $50,483 | $78,425-35.6% | $95,956-47.4% | $79,858-36.8% |
| Participation rate | 54.9% | 73.5%-18.6pp | 77.1%-22.2pp | 69.6%-14.7pp |
| Annual return | 15.01% | 19.37%-4.4pp | 91.63%-76.6pp | 31.72%-16.7pp |
| Employer contribution / active EE | $1,485 | $1,945-23.7% | $2,541-41.6% | $2,471-39.9% |
| Participant deferral / active EE | $3,131 | $3,440-9.0% | $4,167-24.9% | $3,740-16.3% |
| Admin fee / account holder | $2,101 | $5,622-62.6% | $6,797-69.1% | $5,306-60.4% |