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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 | $42,864 | $215,361-80.1% | $171,082-74.9% | $273,972-84.4% |
| Participation rate | 53.3% | 82.0%-28.7pp | 76.7%-23.4pp | 83.0%-29.7pp |
| Annual return | 8.53% | 25.14%-16.6pp | 32.56%-24.0pp | 41.46%-32.9pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,903 | $5,543-65.7% | $4,797-60.3% | $5,287-64.0% |
| Admin fee / account holder | $448 | $10,846-95.9% | $8,520-94.7% | $10,133-95.6% |