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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 | $30,770 | $135,956-77.4% | $123,894-75.2% | $273,972-88.8% |
| Participation rate | 63.2% | 84.1%-20.9pp | 81.4%-18.3pp | 83.0%-19.9pp |
| Annual return | 8.98% | 56.63%-47.7pp | 47.52%-38.5pp | 41.46%-32.5pp |
| Employer contribution / active EE | $1,744 | $5,170-66.3% | $4,617-62.2% | $4,869-64.2% |
| Participant deferral / active EE | $4,099 | $6,343-35.4% | $5,984-31.5% | $5,287-22.5% |
| Admin fee / account holder | $475 | $9,817-95.2% | $8,357-94.3% | $10,133-95.3% |