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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 | $155,555-78.6% | $146,866-77.4% | $155,188-78.6% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.5%-22.5pp | 80.8%-20.8pp |
| Annual return | 63.87% | 115.41%-51.5pp | 102.85%-39.0pp | 148.84%-85.0pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,666 | $8,044-66.9% | $7,759-65.6% | $6,531-59.2% |
| Admin fee / account holder | $1,670 | $14,755-88.7% | $13,620-87.7% | $14,480-88.5% |