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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 | $38,763 | $154,228-74.9% | $145,433-73.3% | $137,256-71.8% |
| Participation rate | 25.0% | 83.8%-58.8pp | 82.1%-57.1pp | 80.0%-55.0pp |
| Annual return | 25.58% | 74.59%-49.0pp | 66.58%-41.0pp | 220.34%-194.8pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,944 | $8,216-52.0% | $7,897-50.1% | $6,407-38.4% |
| Admin fee / account holder | $656 | $14,344-95.4% | $13,129-95.0% | $12,270-94.7% |