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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 | $27,864 | $211,224-86.8% | $178,505-84.4% | $145,897-80.9% |
| Participation rate | 66.7% | 80.8%-14.2pp | 77.1%-10.5pp | 80.3%-13.6pp |
| Annual return | 12.01% | 30.28%-18.3pp | 27.16%-15.1pp | 552.29%-540.3pp |
| Employer contribution / active EE | $0 | $4,577-100.0% | $3,955-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,248 | $6,966-10.3% | $6,280-0.5% | $6,689-6.6% |
| Admin fee / account holder | $4,184 | $12,109-65.4% | $10,428-59.9% | $13,390-68.8% |