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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 | $76,297 | $201,372-62.1% | $184,260-58.6% | $145,884-47.7% |
| Participation rate | 55.0% | 87.5%-32.5pp | 86.8%-31.8pp | 80.3%-25.3pp |
| Annual return | 15.12% | 29.04%-13.9pp | 28.84%-13.7pp | 551.85%-536.7pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,986 | $9,808-59.4% | $9,133-56.4% | $6,690-40.4% |
| Admin fee / account holder | $997 | $16,362-93.9% | $13,898-92.8% | $13,392-92.6% |