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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 | $51,858 | $39,162+32.4% | $100,671-48.5% | $59,633-13.0% |
| Participation rate | 54.3% | 55.9%-1.5pp | 70.7%-16.4pp | 68.7%-14.3pp |
| Annual return | 7.38% | 21.07%-13.7pp | 20.43%-13.1pp | 2041.40%-2034.0pp |
| Employer contribution / active EE | $1,520 | $1,151+32.1% | $4,012-62.1% | $2,203-31.0% |
| Participant deferral / active EE | $3,041 | $1,992+52.7% | $3,144-3.3% | $3,192-4.7% |
| Admin fee / account holder | $420 | $2,969-85.9% | $4,850-91.3% | $4,297-90.2% |