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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 | $59,397 | $135,956-56.3% | $123,894-52.1% | $273,972-78.3% |
| Participation rate | 62.5% | 84.1%-21.6pp | 81.4%-18.9pp | 83.0%-20.5pp |
| Annual return | 9.08% | 56.63%-47.5pp | 47.52%-38.4pp | 41.46%-32.4pp |
| Employer contribution / active EE | $3,122 | $5,170-39.6% | $4,617-32.4% | $4,869-35.9% |
| Participant deferral / active EE | $5,179 | $6,343-18.4% | $5,984-13.5% | $5,287-2.1% |
| Admin fee / account holder | $6,411 | $9,817-34.7% | $8,357-23.3% | $10,133-36.7% |