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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 | $30,125 | $135,956-77.8% | $123,894-75.7% | $273,972-89.0% |
| Participation rate | 56.3% | 84.1%-27.8pp | 81.4%-25.2pp | 83.0%-26.8pp |
| Annual return | 8.74% | 56.63%-47.9pp | 47.52%-38.8pp | 41.46%-32.7pp |
| Employer contribution / active EE | $1,250 | $5,170-75.8% | $4,617-72.9% | $4,869-74.3% |
| Participant deferral / active EE | $3,867 | $6,343-39.0% | $5,984-35.4% | $5,287-26.9% |
| Admin fee / account holder | $10,133 | $9,817+3.2% | $8,357+21.2% | $10,1330% |