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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 | $73,237 | $135,956-46.1% | $123,894-40.9% | $273,972-73.3% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | 5.37% | 56.63%-51.3pp | 47.52%-42.2pp | 41.46%-36.1pp |
| Employer contribution / active EE | $1,037 | $5,170-79.9% | $4,617-77.5% | $4,869-78.7% |
| Participant deferral / active EE | $2,229 | $6,343-64.9% | $5,984-62.7% | $5,287-57.8% |
| Admin fee / account holder | $641 | $9,817-93.5% | $8,357-92.3% | $10,133-93.7% |