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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 | $124,346 | $181,896-31.6% | $156,551-20.6% | $273,972-54.6% |
| Participation rate | 53.8% | 88.4%-34.5pp | 84.0%-30.2pp | 83.0%-29.2pp |
| Annual return | 3.17% | 30.74%-27.6pp | 32.23%-29.1pp | 41.46%-38.3pp |
| Employer contribution / active EE | $2,196 | $6,248-64.9% | $5,501-60.1% | $4,869-54.9% |
| Participant deferral / active EE | $2,194 | $5,550-60.5% | $4,871-55.0% | $5,287-58.5% |
| Admin fee / account holder | $6,074 | $15,560-61.0% | $13,028-53.4% | $10,133-40.1% |