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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 | $67,253 | $211,224-68.2% | $178,505-62.3% | $145,897-53.9% |
| Participation rate | 63.6% | 80.8%-17.2pp | 77.1%-13.5pp | 80.3%-16.7pp |
| Annual return | 12.71% | 30.28%-17.6pp | 27.16%-14.4pp | 552.29%-539.6pp |
| Employer contribution / active EE | $0 | $4,577-100.0% | $3,955-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,246 | $6,966-53.4% | $6,280-48.3% | $6,689-51.5% |
| Admin fee / account holder | $660 | $12,109-94.5% | $10,428-93.7% | $13,390-95.1% |