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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 | $77,871 | $90,509-14.0% | $78,693-1.0% | $273,968-71.6% |
| Participation rate | 55.6% | 76.5%-21.0pp | 73.6%-18.0pp | 83.0%-27.5pp |
| Annual return | 6.69% | 75.61%-68.9pp | 62.18%-55.5pp | 41.45%-34.8pp |
| Employer contribution / active EE | $5,264 | $3,175+65.8% | $2,850+84.7% | $4,869+8.1% |
| Participant deferral / active EE | $3,438 | $3,901-11.9% | $3,517-2.2% | $5,287-35.0% |
| Admin fee / account holder | $377 | $5,264-92.8% | $4,511-91.6% | $10,132-96.3% |