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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 | $22,912 | $181,062-87.3% | $158,223-85.5% | $155,188-85.2% |
| Participation rate | 33.3% | 82.7%-49.3pp | 79.2%-45.9pp | 80.8%-47.5pp |
| Annual return | 14.83% | 57.39%-42.6pp | 52.09%-37.3pp | 148.84%-134.0pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,147 | $6,134-65.0% | $5,467-60.7% | $6,531-67.1% |
| Admin fee / account holder | $1,989 | $18,825-89.4% | $16,047-87.6% | $14,480-86.3% |