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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 | $50,935 | $59,804-14.8% | $81,982-37.9% | $79,856-36.2% |
| Participation rate | 50.0% | 61.6%-11.6pp | 69.3%-19.3pp | 69.6%-19.6pp |
| Annual return | 22.45% | 17.56%+4.9pp | 41.31%-18.9pp | 31.71%-9.3pp |
| Employer contribution / active EE | $1,572 | $1,713-8.2% | $2,498-37.1% | $2,471-36.4% |
| Participant deferral / active EE | $2,834 | $2,695+5.2% | $3,722-23.9% | $3,741-24.2% |
| Admin fee / account holder | $899 | $4,288-79.0% | $5,665-84.1% | $5,306-83.1% |