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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 | $95,380 | $135,956-29.8% | $123,894-23.0% | $273,972-65.2% |
| Participation rate | 61.5% | 84.1%-22.5pp | 81.4%-19.9pp | 83.0%-21.5pp |
| Annual return | 6.27% | 56.63%-50.4pp | 47.52%-41.2pp | 41.46%-35.2pp |
| Employer contribution / active EE | $3,236 | $5,170-37.4% | $4,617-29.9% | $4,869-33.5% |
| Participant deferral / active EE | $5,556 | $6,343-12.4% | $5,984-7.2% | $5,287+5.1% |
| Admin fee / account holder | $389 | $9,817-96.0% | $8,357-95.3% | $10,133-96.2% |