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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 | $50,548 | $106,749-52.6% | $145,433-65.2% | $82,448-38.7% |
| Participation rate | 61.3% | 75.6%-14.4pp | 82.1%-20.9pp | 68.1%-6.8pp |
| Annual return | 15.93% | 27.59%-11.7pp | 66.58%-50.7pp | 41.64%-25.7pp |
| Employer contribution / active EE | $3,047 | $3,444-11.5% | $4,554-33.1% | $2,551+19.5% |
| Participant deferral / active EE | $3,350 | $6,519-48.6% | $7,897-57.6% | $4,139-19.1% |
| Admin fee / account holder | $7,921 | $8,390-5.6% | $13,129-39.7% | $7,234+9.5% |