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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 | $101,618-31.2% | $93,063-24.9% | $137,256-49.1% |
| Participation rate | 46.2% | 74.9%-28.8pp | 72.1%-26.0pp | 80.0%-33.8pp |
| Annual return | 10.63% | 223.95%-213.3pp | 34.15%-23.5pp | 220.34%-209.7pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,215 | $4,279-24.9% | $3,958-18.8% | $6,407-49.8% |
| Admin fee / account holder | $666 | $6,198-89.3% | $6,033-89.0% | $12,270-94.6% |