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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 | $48,877 | $95,453-48.8% | $112,040-56.4% | $82,448-40.7% |
| Participation rate | 59.4% | 72.8%-13.4pp | 76.5%-17.1pp | 68.1%-8.7pp |
| Annual return | 31.65% | 23.92%+7.7pp | 24.52%+7.1pp | 41.64%-10.0pp |
| Employer contribution / active EE | $1,698 | $2,318-26.7% | $2,954-42.5% | $2,551-33.4% |
| Participant deferral / active EE | $2,593 | $4,224-38.6% | $5,098-49.1% | $4,139-37.4% |
| Admin fee / account holder | $6,470 | $9,013-28.2% | $12,098-46.5% | $7,234-10.6% |