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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 | $36,826 | $135,956-72.9% | $123,894-70.3% | $273,972-86.6% |
| Participation rate | 66.7% | 84.1%-17.4pp | 81.4%-14.7pp | 83.0%-16.3pp |
| Annual return | 6.29% | 56.63%-50.3pp | 47.52%-41.2pp | 41.46%-35.2pp |
| Employer contribution / active EE | $1,370 | $5,170-73.5% | $4,617-70.3% | $4,869-71.9% |
| Participant deferral / active EE | $5,986 | $6,343-5.6% | $5,9840% | $5,287+13.2% |
| Admin fee / account holder | $8,199 | $9,817-16.5% | $8,357-1.9% | $10,133-19.1% |