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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 | $35,657 | $135,956-73.8% | $123,894-71.2% | $273,972-87.0% |
| Participation rate | 63.6% | 84.1%-20.4pp | 81.4%-17.8pp | 83.0%-19.4pp |
| Annual return | 6.92% | 56.63%-49.7pp | 47.52%-40.6pp | 41.46%-34.5pp |
| Employer contribution / active EE | $2,762 | $5,170-46.6% | $4,617-40.2% | $4,869-43.3% |
| Participant deferral / active EE | $7,643 | $6,343+20.5% | $5,984+27.7% | $5,287+44.6% |
| Admin fee / account holder | $7,728 | $9,817-21.3% | $8,357-7.5% | $10,133-23.7% |