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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 | $122,764 | $215,361-43.0% | $171,082-28.2% | $273,972-55.2% |
| Participation rate | 29.4% | 82.0%-52.6pp | 76.7%-47.3pp | 83.0%-53.6pp |
| Annual return | 4.01% | 25.14%-21.1pp | 32.56%-28.6pp | 41.46%-37.4pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,497 | $5,543-73.0% | $4,797-68.8% | $5,287-71.7% |
| Admin fee / account holder | $658 | $10,846-93.9% | $8,520-92.3% | $10,133-93.5% |