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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 | $34,047 | $153,769-77.9% | $133,975-74.6% | $273,972-87.6% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.1%-20.4pp | 83.0%-16.3pp |
| Annual return | 5.26% | 36.51%-31.3pp | 29.29%-24.0pp | 41.46%-36.2pp |
| Employer contribution / active EE | $2,322 | $6,029-61.5% | $5,211-55.4% | $4,869-52.3% |
| Participant deferral / active EE | $6,007 | $6,958-13.7% | $6,282-4.4% | $5,287+13.6% |
| Admin fee / account holder | $3,700 | $11,765-68.6% | $9,324-60.3% | $10,133-63.5% |