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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 | $72,710 | $91,559-20.6% | $133,971-45.7% | $79,852-8.9% |
| Participation rate | 37.7% | 73.3%-35.6pp | 79.8%-42.1pp | 69.6%-31.9pp |
| Annual return | 15.15% | 61.85%-46.7pp | 45.09%-29.9pp | 31.72%-16.6pp |
| Employer contribution / active EE | $1,088 | $2,384-54.4% | $3,919-72.2% | $2,471-56.0% |
| Participant deferral / active EE | $1,688 | $3,734-54.8% | $5,047-66.5% | $3,740-54.9% |
| Admin fee / account holder | $6,868 | $6,321+8.7% | $8,929-23.1% | $5,306+29.4% |