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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 | $46,622 | $135,956-65.7% | $123,894-62.4% | $273,972-83.0% |
| Participation rate | 58.3% | 84.1%-25.7pp | 81.4%-23.1pp | 83.0%-24.7pp |
| Annual return | 4.63% | 56.63%-52.0pp | 47.52%-42.9pp | 41.46%-36.8pp |
| Employer contribution / active EE | $1,603 | $5,170-69.0% | $4,617-65.3% | $4,869-67.1% |
| Participant deferral / active EE | $3,848 | $6,343-39.3% | $5,984-35.7% | $5,287-27.2% |
| Admin fee / account holder | $516 | $9,817-94.7% | $8,357-93.8% | $10,133-94.9% |