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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 | $155,555-62.8% | $146,866-60.6% | $155,188-62.7% |
| Participation rate | 45.8% | 84.0%-38.1pp | 82.5%-36.7pp | 80.8%-35.0pp |
| Annual return | 14.20% | 115.41%-101.2pp | 102.85%-88.7pp | 148.84%-134.6pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $6,346 | $8,044-21.1% | $7,759-18.2% | $6,531-2.8% |
| Admin fee / account holder | $8,466 | $14,755-42.6% | $13,620-37.8% | $14,480-41.5% |