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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 | $162,136-64.3% | $152,301-62.0% | $154,746-62.6% |
| Participation rate | 45.8% | 84.1%-38.3pp | 82.4%-36.6pp | 80.7%-34.9pp |
| Annual return | 14.20% | 91.02%-76.8pp | 80.50%-66.3pp | 172.34%-158.1pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $6,346 | $8,341-23.9% | $8,004-20.7% | $6,730-5.7% |
| Admin fee / account holder | $8,466 | $15,759-46.3% | $14,398-41.2% | $14,365-41.1% |