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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 | $77,335 | $135,956-43.1% | $123,894-37.6% | $273,972-71.8% |
| Participation rate | 60.0% | 84.1%-24.1pp | 81.4%-21.4pp | 83.0%-23.0pp |
| Annual return | 6.68% | 56.63%-50.0pp | 47.52%-40.8pp | 41.46%-34.8pp |
| Employer contribution / active EE | $7,391 | $5,170+43.0% | $4,617+60.1% | $4,869+51.8% |
| Participant deferral / active EE | $4,800 | $6,343-24.3% | $5,984-19.8% | $5,287-9.2% |
| Admin fee / account holder | $925 | $9,817-90.6% | $8,357-88.9% | $10,133-90.9% |