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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 | $97,550-49.9% | $120,344-59.4% | $87,485-44.1% |
| Participation rate | 59.4% | 72.8%-13.5pp | 76.7%-17.3pp | 68.9%-9.6pp |
| Annual return | 31.65% | 18.41%+13.2pp | 20.30%+11.3pp | 26.06%+5.6pp |
| Employer contribution / active EE | $1,698 | $2,291-25.9% | $3,020-43.8% | $2,596-34.6% |
| Participant deferral / active EE | $2,593 | $4,230-38.7% | $5,135-49.5% | $4,274-39.3% |
| Admin fee / account holder | $6,470 | $9,543-32.2% | $12,742-49.2% | $7,775-16.8% |