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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 | $54,243 | $135,956-60.1% | $123,894-56.2% | $273,972-80.2% |
| Participation rate | 41.7% | 84.1%-42.4pp | 81.4%-39.7pp | 83.0%-41.3pp |
| Annual return | 7.49% | 56.63%-49.1pp | 47.52%-40.0pp | 41.46%-34.0pp |
| Employer contribution / active EE | $2,904 | $5,170-43.8% | $4,617-37.1% | $4,869-40.4% |
| Participant deferral / active EE | $7,516 | $6,343+18.5% | $5,984+25.6% | $5,287+42.2% |
| Admin fee / account holder | $3,615 | $9,817-63.2% | $8,357-56.7% | $10,133-64.3% |