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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 | $44,018 | $48,300-8.9% | $40,145,923-99.9% | $62,881-30.0% |
| Participation rate | 32.1% | 62.0%-29.9pp | 68.4%-36.3pp | 69.3%-37.2pp |
| Annual return | 6.91% | 6.95%0pp | 5.24%+1.7pp | 20.14%-13.2pp |
| Employer contribution / active EE | $0 | $1,333-100.0% | $1,844-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,292 | $2,388-45.9% | $2,591-50.1% | $3,203-59.7% |
| Admin fee / account holder | $1,126 | $2,919-61.4% | $2,903-61.2% | $4,296-73.8% |