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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 | $63,360 | $156,398-59.5% | $147,318-57.0% | $138,895-54.4% |
| Participation rate | 36.4% | 83.8%-47.4pp | 82.1%-45.7pp | 79.9%-43.6pp |
| Annual return | 15.01% | 78.75%-63.7pp | 70.43%-55.4pp | 145.39%-130.4pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $5,231 | $8,237-36.5% | $7,906-33.8% | $6,396-18.2% |
| Admin fee / account holder | $7,778 | $14,976-48.1% | $13,708-43.3% | $12,562-38.1% |