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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 | $51,207 | $138,385-63.0% | $184,243-72.2% | $80,925-36.7% |
| Participation rate | 56.3% | 83.9%-27.6pp | 86.8%-30.6pp | 67.7%-11.4pp |
| Annual return | 18.67% | 20.02%-1.3pp | 28.82%-10.1pp | 35.65%-17.0pp |
| Employer contribution / active EE | $3,080 | $4,851-36.5% | $6,427-52.1% | $2,756+11.7% |
| Participant deferral / active EE | $6,790 | $7,075-4.0% | $9,132-25.7% | $4,299+58.0% |
| Admin fee / account holder | $6,736 | $10,489-35.8% | $13,914-51.6% | $6,940-2.9% |