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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 | $86,832 | $153,769-43.5% | $133,975-35.2% | $273,972-68.3% |
| Participation rate | 62.5% | 88.4%-25.9pp | 87.1%-24.6pp | 83.0%-20.5pp |
| Annual return | 5.89% | 36.51%-30.6pp | 29.29%-23.4pp | 41.46%-35.6pp |
| Employer contribution / active EE | $3,441 | $6,029-42.9% | $5,211-34.0% | $4,869-29.3% |
| Participant deferral / active EE | $6,420 | $6,958-7.7% | $6,282+2.2% | $5,287+21.4% |
| Admin fee / account holder | $4,603 | $11,765-60.9% | $9,324-50.6% | $10,133-54.6% |