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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 | $109,988 | $181,896-39.5% | $156,551-29.7% | $273,972-59.9% |
| Participation rate | 45.5% | 88.4%-42.9pp | 84.0%-38.6pp | 83.0%-37.6pp |
| Annual return | 10.51% | 30.74%-20.2pp | 32.23%-21.7pp | 41.46%-30.9pp |
| Employer contribution / active EE | $1,982 | $6,248-68.3% | $5,501-64.0% | $4,869-59.3% |
| Participant deferral / active EE | $5,655 | $5,550+1.9% | $4,871+16.1% | $5,287+7.0% |
| Admin fee / account holder | $1,231 | $15,560-92.1% | $13,028-90.5% | $10,133-87.8% |