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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 | $79,985 | $110,410-27.6% | $102,437-21.9% | $145,897-45.2% |
| Participation rate | 31.6% | 77.9%-46.4pp | 74.5%-42.9pp | 80.3%-48.7pp |
| Annual return | 10.94% | 24.85%-13.9pp | 24.95%-14.0pp | 552.29%-541.3pp |
| Employer contribution / active EE | $0 | $4,217-100.0% | $3,871-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,713 | $5,622-69.5% | $5,060-66.1% | $6,689-74.4% |
| Admin fee / account holder | $595 | $9,745-93.9% | $8,388-92.9% | $13,390-95.6% |