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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 | $72,202 | $174,379-58.6% | $152,093-52.5% | $138,895-48.0% |
| Participation rate | 27.3% | 81.6%-54.4pp | 77.8%-50.5pp | 79.9%-52.6pp |
| Annual return | 16.14% | 74.86%-58.7pp | 66.36%-50.2pp | 145.39%-129.3pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,527 | $6,159-59.0% | $5,451-53.6% | $6,396-60.5% |
| Admin fee / account holder | $7,191 | $16,880-57.4% | $14,497-50.4% | $12,562-42.8% |