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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 | $64,940 | $112,729-42.4% | $98,716-34.2% | $137,256-52.7% |
| Participation rate | 39.1% | 74.2%-35.1pp | 69.3%-30.2pp | 80.0%-40.8pp |
| Annual return | 14.40% | 38.48%-24.1pp | 31.81%-17.4pp | 220.34%-205.9pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,212 | $4,640-73.9% | $4,048-70.1% | $6,407-81.1% |
| Admin fee / account holder | $5,696 | $10,129-43.8% | $8,703-34.5% | $12,270-53.6% |