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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 | $67,162 | $181,896-63.1% | $156,551-57.1% | $273,972-75.5% |
| Participation rate | 42.9% | 88.4%-45.5pp | 84.0%-41.2pp | 83.0%-40.2pp |
| Annual return | 13.00% | 30.74%-17.7pp | 32.23%-19.2pp | 41.46%-28.5pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,192 | $5,550-60.5% | $4,871-55.0% | $5,287-58.5% |
| Admin fee / account holder | $2,336 | $15,560-85.0% | $13,028-82.1% | $10,133-76.9% |