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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 | $33,359 | $140,578-76.3% | $100,671-66.9% | $125,389-73.4% |
| Participation rate | 36.8% | 80.4%-43.6pp | 70.7%-33.9pp | 83.2%-46.3pp |
| Annual return | 1.94% | 24.67%-22.7pp | 20.43%-18.5pp | 282.24%-280.3pp |
| Employer contribution / active EE | $0 | $5,965-100.0% | $4,012-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,522 | $3,981-61.8% | $3,144-51.6% | $5,352-71.6% |
| Admin fee / account holder | $998 | $6,716-85.1% | $4,850-79.4% | $9,541-89.5% |