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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 | $48,149 | $99,875-51.8% | $146,866-67.2% | $86,983-44.6% |
| Participation rate | 63.6% | 75.8%-12.2pp | 82.5%-18.9pp | 69.5%-5.9pp |
| Annual return | 18.02% | 28.10%-10.1pp | 102.85%-84.8pp | 25.83%-7.8pp |
| Employer contribution / active EE | $2,943 | $3,224-8.7% | $4,425-33.5% | $2,584+13.9% |
| Participant deferral / active EE | $8,053 | $6,322+27.4% | $7,759+3.8% | $4,194+92.0% |
| Admin fee / account holder | $8,687 | $7,838+10.8% | $13,620-36.2% | $7,856+10.6% |