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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 | $47,340 | $181,896-74.0% | $156,551-69.8% | $273,972-82.7% |
| Participation rate | 61.1% | 88.4%-27.3pp | 84.0%-22.9pp | 83.0%-21.9pp |
| Annual return | 7.53% | 30.74%-23.2pp | 32.23%-24.7pp | 41.46%-33.9pp |
| Employer contribution / active EE | $1,397 | $6,248-77.6% | $5,501-74.6% | $4,869-71.3% |
| Participant deferral / active EE | $2,645 | $5,550-52.3% | $4,871-45.7% | $5,287-50.0% |
| Admin fee / account holder | $10,455 | $15,560-32.8% | $13,028-19.7% | $10,133+3.2% |