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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 | $126,661-54.8% | $113,397-49.5% | $138,895-58.8% |
| Participation rate | 68.8% | 79.4%-10.7pp | 76.5%-7.7pp | 79.9%-11.2pp |
| Annual return | 17.99% | 25.05%-7.1pp | 23.20%-5.2pp | 145.39%-127.4pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,601 | $5,693-19.2% | $5,076-9.4% | $6,396-28.1% |
| Admin fee / account holder | $632 | $14,549-95.7% | $11,957-94.7% | $12,562-95.0% |