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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 | $56,687 | $215,361-73.7% | $171,082-66.9% | $273,972-79.3% |
| Participation rate | 56.3% | 82.0%-25.8pp | 76.7%-20.4pp | 83.0%-26.8pp |
| Annual return | 3.81% | 25.14%-21.3pp | 32.56%-28.7pp | 41.46%-37.6pp |
| Employer contribution / active EE | $1,232 | $4,967-75.2% | $4,002-69.2% | $4,869-74.7% |
| Participant deferral / active EE | $2,515 | $5,543-54.6% | $4,797-47.6% | $5,287-52.4% |
| Admin fee / account holder | $986 | $10,846-90.9% | $8,520-88.4% | $10,133-90.3% |