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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 | $79,586 | $118,467-32.8% | $98,450-19.2% | $139,456-42.9% |
| Participation rate | 30.0% | 77.5%-47.5pp | 75.2%-45.2pp | 80.3%-50.3pp |
| Annual return | 15.04% | 18.95%-3.9pp | 21.16%-6.1pp | 373.45%-358.4pp |
| Employer contribution / active EE | $0 | $3,611-100.0% | $3,049-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $0 | $5,393-100.0% | $4,739-100.0% | $6,711-100.0% |
| Admin fee / account holder | $743 | $14,057-94.7% | $8,961-91.7% | $11,407-93.5% |