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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 | $40,229 | $215,361-81.3% | $171,082-76.5% | $273,972-85.3% |
| Participation rate | 68.2% | 82.0%-13.8pp | 76.7%-8.5pp | 83.0%-14.8pp |
| Annual return | 7.95% | 25.14%-17.2pp | 32.56%-24.6pp | 41.46%-33.5pp |
| Employer contribution / active EE | $1,868 | $4,967-62.4% | $4,002-53.3% | $4,869-61.6% |
| Participant deferral / active EE | $4,839 | $5,543-12.7% | $4,797+0.9% | $5,287-8.5% |
| Admin fee / account holder | $2,417 | $10,846-77.7% | $8,520-71.6% | $10,133-76.1% |