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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 | $42,846 | $45,266-5.3% | $103,693-58.7% | $65,306-34.4% |
| Participation rate | 53.9% | 53.3%+0.6pp | 72.6%-18.7pp | 57.7%-3.8pp |
| Annual return | 18.19% | 25.10%-6.9pp | 47.61%-29.4pp | 21.94%-3.8pp |
| Employer contribution / active EE | $1,163 | $1,765-34.1% | $2,920-60.2% | $1,967-40.9% |
| Participant deferral / active EE | $2,727 | $2,099+29.9% | $4,579-40.5% | $2,959-7.9% |
| Admin fee / account holder | $2,041 | $3,221-36.6% | $7,858-74.0% | $3,480-41.4% |