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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 | $37,507 | $135,956-72.4% | $123,894-69.7% | $273,972-86.3% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | 9.91% | 56.63%-46.7pp | 47.52%-37.6pp | 41.46%-31.5pp |
| Employer contribution / active EE | $895 | $5,170-82.7% | $4,617-80.6% | $4,869-81.6% |
| Participant deferral / active EE | $6,530 | $6,343+2.9% | $5,984+9.1% | $5,287+23.5% |
| Admin fee / account holder | $450 | $9,817-95.4% | $8,357-94.6% | $10,133-95.6% |