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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 | $61,549 | $127,387-51.7% | $115,038-46.5% | $125,389-50.9% |
| Participation rate | 62.5% | 84.2%-21.7pp | 81.4%-18.9pp | 83.2%-20.7pp |
| Annual return | 0.90% | 31.28%-30.4pp | 26.14%-25.2pp | 282.24%-281.3pp |
| Employer contribution / active EE | $2,101 | $5,166-59.3% | $4,608-54.4% | $4,866-56.8% |
| Participant deferral / active EE | $4,549 | $6,423-29.2% | $6,026-24.5% | $5,352-15.0% |
| Admin fee / account holder | $7,077 | $9,516-25.6% | $8,175-13.4% | $9,541-25.8% |