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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 | $135,850 | $181,896-25.3% | $156,551-13.2% | $273,972-50.4% |
| Participation rate | 62.5% | 88.4%-25.9pp | 84.0%-21.5pp | 83.0%-20.5pp |
| Annual return | 6.15% | 30.74%-24.6pp | 32.23%-26.1pp | 41.46%-35.3pp |
| Employer contribution / active EE | $3,612 | $6,248-42.2% | $5,501-34.3% | $4,869-25.8% |
| Participant deferral / active EE | $6,250 | $5,550+12.6% | $4,871+28.3% | $5,287+18.2% |
| Admin fee / account holder | $3,583 | $15,560-77.0% | $13,028-72.5% | $10,133-64.6% |