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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 | $38,180 | $135,956-71.9% | $123,894-69.2% | $273,972-86.1% |
| Participation rate | 66.7% | 84.1%-17.4pp | 81.4%-14.7pp | 83.0%-16.3pp |
| Annual return | 8.26% | 56.63%-48.4pp | 47.52%-39.3pp | 41.46%-33.2pp |
| Employer contribution / active EE | $3,010 | $5,170-41.8% | $4,617-34.8% | $4,869-38.2% |
| Participant deferral / active EE | $5,852 | $6,343-7.7% | $5,984-2.2% | $5,287+10.7% |
| Admin fee / account holder | $5,141 | $9,817-47.6% | $8,357-38.5% | $10,133-49.3% |