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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 | $57,011 | $124,980-54.4% | $108,359-47.4% | $154,746-63.2% |
| Participation rate | 35.7% | 75.2%-39.5pp | 70.1%-34.4pp | 80.7%-45.0pp |
| Annual return | 17.69% | 45.00%-27.3pp | 36.89%-19.2pp | 172.34%-154.7pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,367 | $4,743-71.2% | $4,137-67.0% | $6,730-79.7% |
| Admin fee / account holder | $512 | $11,502-95.5% | $9,741-94.7% | $14,365-96.4% |