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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 | $49,274 | $167,415-70.6% | $140,514-64.9% | $198,609-75.2% |
| Participation rate | 44.4% | 80.9%-36.4pp | 77.8%-33.4pp | 82.4%-37.9pp |
| Annual return | 8.05% | 13.85%-5.8pp | 14.36%-6.3pp | 202.70%-194.7pp |
| Employer contribution / active EE | $0 | $4,088-100.0% | $3,378-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $5,579-100.0% | $4,919-100.0% | $6,977-100.0% |
| Admin fee / account holder | $473 | $16,730-97.2% | $13,697-96.5% | $19,030-97.5% |