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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 | $70,246 | $184,014-61.8% | $161,149-56.4% | $138,895-49.4% |
| Participation rate | 46.2% | 82.1%-35.9pp | 78.8%-32.7pp | 79.9%-33.8pp |
| Annual return | 36.69% | 21.52%+15.2pp | 21.16%+15.5pp | 145.39%-108.7pp |
| Employer contribution / active EE | $1,500 | $5,055-70.3% | $4,360-65.6% | $4,194-64.2% |
| Participant deferral / active EE | $2,524 | $6,909-63.5% | $6,153-59.0% | $6,396-60.5% |
| Admin fee / account holder | $6,941 | $18,027-61.5% | $15,194-54.3% | $12,562-44.7% |