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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 | $41,862 | $135,956-69.2% | $123,894-66.2% | $273,972-84.7% |
| Participation rate | 65.0% | 84.1%-19.1pp | 81.4%-16.4pp | 83.0%-18.0pp |
| Annual return | 7.33% | 56.63%-49.3pp | 47.52%-40.2pp | 41.46%-34.1pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,500 | $6,343-60.6% | $5,984-58.2% | $5,287-52.7% |
| Admin fee / account holder | $711 | $9,817-92.8% | $8,357-91.5% | $10,133-93.0% |