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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 | $57,241 | $138,312-58.6% | $122,979-53.5% | $155,188-63.1% |
| Participation rate | 68.8% | 80.2%-11.4pp | 77.2%-8.4pp | 80.8%-12.1pp |
| Annual return | 17.99% | 22.06%-4.1pp | 20.12%-2.1pp | 148.84%-130.8pp |
| Employer contribution / active EE | $0 | $3,530-100.0% | $3,062-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,601 | $5,592-17.7% | $5,003-8.0% | $6,531-29.6% |
| Admin fee / account holder | $632 | $15,089-95.8% | $12,864-95.1% | $14,480-95.6% |