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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 | $67,022 | $91,559-26.8% | $133,971-50.0% | $79,852-16.1% |
| Participation rate | 56.3% | 73.3%-17.1pp | 79.8%-23.6pp | 69.6%-13.4pp |
| Annual return | 16.72% | 61.85%-45.1pp | 45.09%-28.4pp | 31.72%-15.0pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,466 | $3,734+19.6% | $5,047-11.5% | $3,740+19.4% |
| Admin fee / account holder | $1,187 | $6,321-81.2% | $8,929-86.7% | $5,306-77.6% |