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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 | $18,367 | $106,247-82.7% | $96,515-81.0% | $139,466-86.8% |
| Participation rate | 64.7% | 77.8%-13.1pp | 74.3%-9.6pp | 80.3%-15.6pp |
| Annual return | 17.79% | 38.47%-20.7pp | 35.73%-17.9pp | 373.66%-355.9pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,740-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $7,421 | $5,456+36.0% | $4,880+52.1% | $6,712+10.6% |
| Admin fee / account holder | $509 | $7,885-93.5% | $6,735-92.4% | $11,409-95.5% |