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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 | $63,128 | $140,592-55.1% | $123,105-48.7% | $125,389-49.7% |
| Participation rate | 56.3% | 88.2%-31.9pp | 86.8%-30.5pp | 83.2%-26.9pp |
| Annual return | 1.99% | 16.80%-14.8pp | 13.22%-11.2pp | 282.24%-280.2pp |
| Employer contribution / active EE | $0 | $6,041-100.0% | $5,151-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,355 | $6,980-66.3% | $6,229-62.2% | $5,352-56.0% |
| Admin fee / account holder | $3,369 | $11,198-69.9% | $9,014-62.6% | $9,541-64.7% |