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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 | $63,221 | $153,769-58.9% | $133,975-52.8% | $273,972-76.9% |
| Participation rate | 40.0% | 88.4%-48.4pp | 87.1%-47.1pp | 83.0%-43.0pp |
| Annual return | 10.54% | 36.51%-26.0pp | 29.29%-18.8pp | 41.46%-30.9pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $7,184 | $6,958+3.2% | $6,282+14.4% | $5,287+35.9% |
| Admin fee / account holder | $22,685 | $11,765+92.8% | $9,324+143.3% | $10,133+123.9% |