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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 | $56,243 | $135,956-58.6% | $123,894-54.6% | $273,972-79.5% |
| Participation rate | 60.0% | 84.1%-24.1pp | 81.4%-21.4pp | 83.0%-23.0pp |
| Annual return | 7.14% | 56.63%-49.5pp | 47.52%-40.4pp | 41.46%-34.3pp |
| Employer contribution / active EE | $2,647 | $5,170-48.8% | $4,617-42.7% | $4,869-45.6% |
| Participant deferral / active EE | $2,647 | $6,343-58.3% | $5,984-55.8% | $5,287-49.9% |
| Admin fee / account holder | $2,390 | $9,817-75.7% | $8,357-71.4% | $10,133-76.4% |