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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 | $86,302 | $90,400-4.5% | $186,193-53.6% | $87,485-1.4% |
| Participation rate | 36.7% | 66.2%-29.5pp | 77.1%-40.4pp | 68.9%-32.3pp |
| Annual return | 20.22% | 22.15%-1.9pp | 78.03%-57.8pp | 26.06%-5.8pp |
| Employer contribution / active EE | $1,042 | $2,170-52.0% | $3,918-73.4% | $2,596-59.9% |
| Participant deferral / active EE | $3,985 | $4,330-8.0% | $6,513-38.8% | $4,274-6.7% |
| Admin fee / account holder | $4,588 | $8,673-47.1% | $11,058-58.5% | $7,775-41.0% |