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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 | $47,232 | $157,304-70.0% | $141,197-66.5% | $152,909-69.1% |
| Participation rate | 62.5% | 84.8%-22.3pp | 82.5%-20.0pp | 82.5%-20.0pp |
| Annual return | 19.71% | 64.34%-44.6pp | 71.41%-51.7pp | 345.46%-325.8pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,052 | $7,111-57.1% | $6,710-54.5% | $5,851-47.8% |
| Admin fee / account holder | $938 | $12,126-92.3% | $10,265-90.9% | $11,601-91.9% |