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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 | $45,691 | $135,956-66.4% | $123,894-63.1% | $273,972-83.3% |
| Participation rate | 66.7% | 84.1%-17.4pp | 81.4%-14.7pp | 83.0%-16.3pp |
| Annual return | 9.38% | 56.63%-47.2pp | 47.52%-38.1pp | 41.46%-32.1pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,463 | $6,343-61.2% | $5,984-58.8% | $5,287-53.4% |
| Admin fee / account holder | $1,956 | $9,817-80.1% | $8,357-76.6% | $10,133-80.7% |