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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 | $40,681 | $181,896-77.6% | $156,551-74.0% | $273,972-85.2% |
| Participation rate | 61.5% | 88.4%-26.8pp | 84.0%-22.5pp | 83.0%-21.5pp |
| Annual return | 7.41% | 30.74%-23.3pp | 32.23%-24.8pp | 41.46%-34.0pp |
| Employer contribution / active EE | $1,700 | $6,248-72.8% | $5,501-69.1% | $4,869-65.1% |
| Participant deferral / active EE | $5,447 | $5,550-1.9% | $4,871+11.8% | $5,287+3.0% |
| Admin fee / account holder | $356 | $15,560-97.7% | $13,028-97.3% | $10,133-96.5% |