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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 | $43,160 | $181,896-76.3% | $156,551-72.4% | $273,972-84.2% |
| Participation rate | 62.5% | 88.4%-25.9pp | 84.0%-21.5pp | 83.0%-20.5pp |
| Annual return | 7.22% | 30.74%-23.5pp | 32.23%-25.0pp | 41.46%-34.2pp |
| Employer contribution / active EE | $4,801 | $6,248-23.2% | $5,501-12.7% | $4,869-1.4% |
| Participant deferral / active EE | $10,032 | $5,550+80.8% | $4,871+105.9% | $5,287+89.7% |
| Admin fee / account holder | $13,592 | $15,560-12.6% | $13,028+4.3% | $10,133+34.1% |