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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 | $44,979 | $86,294-47.9% | $111,303-59.6% | $85,856-47.6% |
| Participation rate | 65.5% | 73.3%-7.8pp | 77.3%-11.8pp | 69.3%-3.8pp |
| Annual return | 21.91% | 19.99%+1.9pp | 54.66%-32.8pp | 318.58%-296.7pp |
| Employer contribution / active EE | $2,525 | $2,043+23.6% | $2,731-7.6% | $2,565-1.6% |
| Participant deferral / active EE | $5,193 | $3,641+42.6% | $4,487+15.7% | $3,952+31.4% |
| Admin fee / account holder | $1,245 | $8,189-84.8% | $7,966-84.4% | $6,261-80.1% |