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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 | $52,904 | $135,956-61.1% | $123,894-57.3% | $273,972-80.7% |
| Participation rate | 58.3% | 84.1%-25.7pp | 81.4%-23.1pp | 83.0%-24.7pp |
| Annual return | 7.63% | 56.63%-49.0pp | 47.52%-39.9pp | 41.46%-33.8pp |
| Employer contribution / active EE | $1,777 | $5,170-65.6% | $4,617-61.5% | $4,869-63.5% |
| Participant deferral / active EE | $5,082 | $6,343-19.9% | $5,984-15.1% | $5,287-3.9% |
| Admin fee / account holder | $1,237 | $9,817-87.4% | $8,357-85.2% | $10,133-87.8% |