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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 | $34,249 | $101,618-66.3% | $93,063-63.2% | $137,256-75.0% |
| Participation rate | 52.6% | 74.9%-22.3pp | 72.1%-19.5pp | 80.0%-27.3pp |
| Annual return | 12.19% | 223.95%-211.8pp | 34.15%-22.0pp | 220.34%-208.1pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $4,279-100.0% | $3,958-100.0% | $6,407-100.0% |
| Admin fee / account holder | $331 | $6,198-94.7% | $6,033-94.5% | $12,270-97.3% |