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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 | $57,912 | $154,228-62.5% | $145,433-60.2% | $137,256-57.8% |
| Participation rate | 45.8% | 83.8%-38.0pp | 82.1%-36.3pp | 80.0%-34.1pp |
| Annual return | 14.20% | 74.59%-60.4pp | 66.58%-52.4pp | 220.34%-206.1pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,346 | $8,216-22.8% | $7,897-19.6% | $6,407-0.9% |
| Admin fee / account holder | $8,466 | $14,344-41.0% | $13,129-35.5% | $12,270-31.0% |