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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 | $52,650 | $61,605-14.5% | $112,273-53.1% | $75,181-30.0% |
| Participation rate | 65.5% | 61.7%+3.8pp | 72.4%-6.9pp | 67.2%-1.7pp |
| Annual return | 18.48% | 28.47%-10.0pp | 30.23%-11.7pp | 160.69%-142.2pp |
| Employer contribution / active EE | $1,500 | $2,015-25.6% | $3,431-56.3% | $2,671-43.8% |
| Participant deferral / active EE | $2,363 | $3,108-24.0% | $4,800-50.8% | $4,126-42.7% |
| Admin fee / account holder | $11,144 | $4,862+129.2% | $7,752+43.7% | $5,650+97.2% |