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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 | $61,597 | $115,225-46.5% | $100,712-38.8% | $138,895-55.7% |
| Participation rate | 68.4% | 74.3%-5.9pp | 69.3%-0.9pp | 79.9%-11.5pp |
| Annual return | 17.02% | 40.35%-23.3pp | 33.27%-16.3pp | 145.39%-128.4pp |
| Employer contribution / active EE | $0 | $2,771-100.0% | $2,313-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $5,177 | $4,699+10.2% | $4,085+26.7% | $6,396-19.1% |
| Admin fee / account holder | $720 | $10,844-93.4% | $9,256-92.2% | $12,562-94.3% |