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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 | $33,242 | $154,228-78.4% | $145,433-77.1% | $137,256-75.8% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 80.0%-20.0pp |
| Annual return | 63.87% | 74.59%-10.7pp | 66.58%-2.7pp | 220.34%-156.5pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,666 | $8,216-67.5% | $7,897-66.2% | $6,407-58.4% |
| Admin fee / account holder | $1,670 | $14,344-88.4% | $13,129-87.3% | $12,270-86.4% |