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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 | $79,971 | $184,014-56.5% | $161,149-50.4% | $138,895-42.4% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.8%-12.2pp | 79.9%-13.3pp |
| Annual return | 12.07% | 21.52%-9.5pp | 21.16%-9.1pp | 145.39%-133.3pp |
| Employer contribution / active EE | $0 | $5,055-100.0% | $4,360-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,880 | $6,909-43.9% | $6,153-37.0% | $6,396-39.3% |
| Admin fee / account holder | $2,311 | $18,027-87.2% | $15,194-84.8% | $12,562-81.6% |