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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 | $126,229 | $181,896-30.6% | $156,551-19.4% | $273,972-53.9% |
| Participation rate | 63.2% | 88.4%-25.2pp | 84.0%-20.9pp | 83.0%-19.9pp |
| Annual return | 7.83% | 30.74%-22.9pp | 32.23%-24.4pp | 41.46%-33.6pp |
| Employer contribution / active EE | $2,080 | $6,248-66.7% | $5,501-62.2% | $4,869-57.3% |
| Participant deferral / active EE | $4,172 | $5,550-24.8% | $4,871-14.4% | $5,287-21.1% |
| Admin fee / account holder | $1,487 | $15,560-90.4% | $13,028-88.6% | $10,133-85.3% |