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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 | $59,405 | $181,896-67.3% | $156,551-62.1% | $273,972-78.3% |
| Participation rate | 64.3% | 88.4%-24.1pp | 84.0%-19.7pp | 83.0%-18.7pp |
| Annual return | 3.71% | 30.74%-27.0pp | 32.23%-28.5pp | 41.46%-37.7pp |
| Employer contribution / active EE | $1,504 | $6,248-75.9% | $5,501-72.7% | $4,869-69.1% |
| Participant deferral / active EE | $4,159 | $5,550-25.1% | $4,871-14.6% | $5,287-21.3% |
| Admin fee / account holder | $435 | $15,560-97.2% | $13,028-96.7% | $10,133-95.7% |