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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 | $69,930 | $126,113-44.5% | $116,096-39.8% | $155,188-54.9% |
| Participation rate | 46.2% | 75.1%-29.0pp | 73.3%-27.2pp | 80.8%-34.6pp |
| Annual return | 10.63% | 391.72%-381.1pp | 326.25%-315.6pp | 148.84%-138.2pp |
| Employer contribution / active EE | $0 | $2,672-100.0% | $2,503-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,215 | $4,162-22.8% | $3,952-18.6% | $6,531-50.8% |
| Admin fee / account holder | $666 | $8,045-91.7% | $7,704-91.4% | $14,480-95.4% |