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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 | $70,059 | $181,896-61.5% | $156,551-55.2% | $273,972-74.4% |
| Participation rate | 62.5% | 88.4%-25.9pp | 84.0%-21.5pp | 83.0%-20.5pp |
| Annual return | 7.53% | 30.74%-23.2pp | 32.23%-24.7pp | 41.46%-33.9pp |
| Employer contribution / active EE | $1,783 | $6,248-71.5% | $5,501-67.6% | $4,869-63.4% |
| Participant deferral / active EE | $5,348 | $5,550-3.6% | $4,871+9.8% | $5,287+1.1% |
| Admin fee / account holder | $776 | $15,560-95.0% | $13,028-94.0% | $10,133-92.3% |