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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 | $49,450 | $76,112-35.0% | $96,534-48.8% | $71,511-30.8% |
| Participation rate | 68.1% | 74.4%-6.3pp | 76.0%-7.9pp | 67.9%+0.2pp |
| Annual return | 24.55% | 22.81%+1.7pp | 25.88%-1.3pp | 28.86%-4.3pp |
| Employer contribution / active EE | $3,804 | $2,248+69.2% | $2,965+28.3% | $2,589+46.9% |
| Participant deferral / active EE | $4,821 | $4,217+14.3% | $4,851-0.6% | $4,291+12.4% |
| Admin fee / account holder | $1,840 | $2,708-32.1% | $8,253-77.7% | $1,588+15.8% |