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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 | $49,803 | $58,848-15.4% | $88,179-43.5% | $82,637-39.7% |
| Participation rate | 55.4% | 57.9%-2.5pp | 69.1%-13.7pp | 68.1%-12.6pp |
| Annual return | 22.70% | 22.76%-0.1pp | 64.97%-42.3pp | 53.51%-30.8pp |
| Employer contribution / active EE | $1,897 | $1,678+13.0% | $2,549-25.6% | $2,552-25.7% |
| Participant deferral / active EE | $3,764 | $3,124+20.5% | $4,614-18.4% | $4,126-8.8% |
| Admin fee / account holder | $2,155 | $4,795-55.1% | $7,673-71.9% | $7,339-70.6% |