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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 | $76,365 | $135,956-43.8% | $123,894-38.4% | $273,972-72.1% |
| Participation rate | 52.4% | 84.1%-31.7pp | 81.4%-29.0pp | 83.0%-30.6pp |
| Annual return | 4.73% | 56.63%-51.9pp | 47.52%-42.8pp | 41.46%-36.7pp |
| Employer contribution / active EE | $1,248 | $5,170-75.9% | $4,617-73.0% | $4,869-74.4% |
| Participant deferral / active EE | $4,088 | $6,343-35.5% | $5,984-31.7% | $5,287-22.7% |
| Admin fee / account holder | $3,445 | $9,817-64.9% | $8,357-58.8% | $10,133-66.0% |