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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 | $96,069 | $135,956-29.3% | $123,894-22.5% | $273,972-64.9% |
| Participation rate | 68.8% | 84.1%-15.3pp | 81.4%-12.7pp | 83.0%-14.3pp |
| Annual return | 5.56% | 56.63%-51.1pp | 47.52%-42.0pp | 41.46%-35.9pp |
| Employer contribution / active EE | $1,196 | $5,170-76.9% | $4,617-74.1% | $4,869-75.4% |
| Participant deferral / active EE | $2,948 | $6,343-53.5% | $5,984-50.7% | $5,287-44.3% |
| Admin fee / account holder | $1,148 | $9,817-88.3% | $8,357-86.3% | $10,133-88.7% |