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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 | $39,036 | $157,304-75.2% | $141,197-72.4% | $152,909-74.5% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 28.04% | 64.34%-36.3pp | 71.41%-43.4pp | 345.46%-317.4pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,796 | $7,111-32.6% | $6,710-28.5% | $5,851-18.0% |
| Admin fee / account holder | $471 | $12,126-96.1% | $10,265-95.4% | $11,601-95.9% |