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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 | $56,771 | $165,381-65.7% | $149,730-62.1% | $158,966-64.3% |
| Participation rate | 20.0% | 84.6%-64.6pp | 82.5%-62.5pp | 82.0%-62.0pp |
| Annual return | 13.38% | 348.29%-334.9pp | 276.70%-263.3pp | 302.95%-289.6pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,916 | $7,182-31.6% | $6,843-28.2% | $5,983-17.8% |
| Admin fee / account holder | $1,622 | $10,809-85.0% | $9,310-82.6% | $11,250-85.6% |