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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 | $57,189 | $178,174-67.9% | $156,181-63.4% | $137,256-58.3% |
| Participation rate | 46.7% | 82.0%-35.4pp | 78.8%-32.2pp | 80.0%-33.3pp |
| Annual return | 16.57% | 84.19%-67.6pp | 64.87%-48.3pp | 220.34%-203.8pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,417 | $6,888-64.9% | $6,132-60.6% | $6,407-62.3% |
| Admin fee / account holder | $39,928 | $17,404+129.4% | $14,586+173.7% | $12,270+225.4% |