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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 | $76,249 | $135,956-43.9% | $123,894-38.5% | $273,972-72.2% |
| Participation rate | 45.5% | 84.1%-38.6pp | 81.4%-36.0pp | 83.0%-37.6pp |
| Annual return | 11.39% | 56.63%-45.2pp | 47.52%-36.1pp | 41.46%-30.1pp |
| Employer contribution / active EE | $1,039 | $5,170-79.9% | $4,617-77.5% | $4,869-78.7% |
| Participant deferral / active EE | $2,079 | $6,343-67.2% | $5,984-65.3% | $5,287-60.7% |
| Admin fee / account holder | $722 | $9,817-92.6% | $8,357-91.4% | $10,133-92.9% |