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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 | $93,217 | $225,673-58.7% | $203,872-54.3% | $155,188-39.9% |
| Participation rate | 45.5% | 80.3%-34.9pp | 77.8%-32.3pp | 80.8%-35.3pp |
| Annual return | 10.84% | 95.91%-85.1pp | 85.11%-74.3pp | 148.84%-138.0pp |
| Employer contribution / active EE | $0 | $4,099-100.0% | $3,757-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,389 | $6,893-79.8% | $6,388-78.3% | $6,531-78.7% |
| Admin fee / account holder | $303 | $12,327-97.5% | $11,730-97.4% | $14,480-97.9% |