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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 | $44,574 | $123,155-63.8% | $108,753-59.0% | $155,188-71.3% |
| Participation rate | 64.3% | 75.6%-11.3pp | 71.1%-6.8pp | 80.8%-16.5pp |
| Annual return | 18.15% | 44.73%-26.6pp | 37.47%-19.3pp | 148.84%-130.7pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,427-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,852 | $4,623-38.3% | $4,115-30.7% | $6,531-56.3% |
| Admin fee / account holder | $589 | $12,126-95.1% | $10,320-94.3% | $14,480-95.9% |