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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 | $92,147 | $181,896-49.3% | $156,551-41.1% | $273,972-66.4% |
| Participation rate | 66.7% | 88.4%-21.7pp | 84.0%-17.3pp | 83.0%-16.3pp |
| Annual return | 5.73% | 30.74%-25.0pp | 32.23%-26.5pp | 41.46%-35.7pp |
| Employer contribution / active EE | $6,643 | $6,248+6.3% | $5,501+20.7% | $4,869+36.4% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $3,285 | $15,560-78.9% | $13,028-74.8% | $10,133-67.6% |