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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 | $83,436 | $135,956-38.6% | $123,894-32.7% | $273,972-69.5% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | 5.79% | 56.63%-50.8pp | 47.52%-41.7pp | 41.46%-35.7pp |
| Employer contribution / active EE | $845 | $5,170-83.6% | $4,617-81.7% | $4,869-82.6% |
| Participant deferral / active EE | $6,095 | $6,343-3.9% | $5,984+1.9% | $5,287+15.3% |
| Admin fee / account holder | $28,807 | $9,817+193.4% | $8,357+244.7% | $10,133+184.3% |