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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 | $47,105-9.0% | $68,368-37.3% | $67,986-37.0% |
| Participation rate | 53.9% | 51.8%+2.1pp | 73.8%-19.8pp | 57.2%-3.3pp |
| Annual return | 18.19% | 48.37%-30.2pp | 292.57%-274.4pp | 31.67%-13.5pp |
| Employer contribution / active EE | $1,163 | $1,859-37.4% | $2,649-56.1% | $2,019-42.4% |
| Participant deferral / active EE | $2,727 | $2,374+14.9% | $4,123-33.9% | $3,358-18.8% |
| Admin fee / account holder | $2,041 | $2,435-16.2% | $5,150-60.4% | $3,203-36.3% |