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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 | $60,883 | $215,361-71.7% | $171,082-64.4% | $273,972-77.8% |
| Participation rate | 60.0% | 82.0%-22.0pp | 76.7%-16.7pp | 83.0%-23.0pp |
| Annual return | 4.22% | 25.14%-20.9pp | 32.56%-28.3pp | 41.46%-37.2pp |
| Employer contribution / active EE | $1,094 | $4,967-78.0% | $4,002-72.7% | $4,869-77.5% |
| Participant deferral / active EE | $2,280 | $5,543-58.9% | $4,797-52.5% | $5,287-56.9% |
| Admin fee / account holder | $2,504 | $10,846-76.9% | $8,520-70.6% | $10,133-75.3% |