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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 | $69,706 | $135,956-48.7% | $123,894-43.7% | $273,972-74.6% |
| Participation rate | 66.7% | 84.1%-17.4pp | 81.4%-14.7pp | 83.0%-16.3pp |
| Annual return | 4.97% | 56.63%-51.7pp | 47.52%-42.5pp | 41.46%-36.5pp |
| Employer contribution / active EE | $1,230 | $5,170-76.2% | $4,617-73.4% | $4,869-74.7% |
| Participant deferral / active EE | $6,110 | $6,343-3.7% | $5,984+2.1% | $5,287+15.6% |
| Admin fee / account holder | $4,432 | $9,817-54.9% | $8,357-47.0% | $10,133-56.3% |