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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 | $25,059 | $135,956-81.6% | $123,894-79.8% | $273,972-90.9% |
| Participation rate | 55.0% | 84.1%-29.1pp | 81.4%-26.4pp | 83.0%-28.0pp |
| Annual return | 6.35% | 56.63%-50.3pp | 47.52%-41.2pp | 41.46%-35.1pp |
| Employer contribution / active EE | $1,787 | $5,170-65.4% | $4,617-61.3% | $4,869-63.3% |
| Participant deferral / active EE | $3,120 | $6,343-50.8% | $5,984-47.9% | $5,287-41.0% |
| Admin fee / account holder | $4,932 | $9,817-49.8% | $8,357-41.0% | $10,133-51.3% |