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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 | $37,416 | $215,361-82.6% | $171,082-78.1% | $273,972-86.3% |
| Participation rate | 64.7% | 82.0%-17.3pp | 76.7%-12.0pp | 83.0%-18.3pp |
| Annual return | 3.10% | 25.14%-22.0pp | 32.56%-29.5pp | 41.46%-38.4pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,245 | $5,543-59.5% | $4,797-53.2% | $5,287-57.5% |
| Admin fee / account holder | $426 | $10,846-96.1% | $8,520-95.0% | $10,133-95.8% |