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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 | $124,980-64.3% | $108,359-58.9% | $154,746-71.2% |
| Participation rate | 64.3% | 75.2%-10.9pp | 70.1%-5.8pp | 80.7%-16.4pp |
| Annual return | 18.15% | 45.00%-26.9pp | 36.89%-18.7pp | 172.34%-154.2pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,852 | $4,743-39.9% | $4,137-31.1% | $6,730-57.6% |
| Admin fee / account holder | $589 | $11,502-94.9% | $9,741-94.0% | $14,365-95.9% |