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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 | $70,303 | $153,769-54.3% | $133,975-47.5% | $273,972-74.3% |
| Participation rate | 60.0% | 88.4%-28.4pp | 87.1%-27.1pp | 83.0%-23.0pp |
| Annual return | 6.32% | 36.51%-30.2pp | 29.29%-23.0pp | 41.46%-35.1pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,580 | $6,958-19.8% | $6,282-11.2% | $5,287+5.5% |
| Admin fee / account holder | $332 | $11,765-97.2% | $9,324-96.4% | $10,133-96.7% |