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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 | $72,639 | $124,314-41.6% | $109,163-33.5% | $167,518-56.6% |
| Participation rate | 35.0% | 79.4%-44.4pp | 75.9%-40.9pp | 82.1%-47.1pp |
| Annual return | 11.36% | 26.04%-14.7pp | 25.75%-14.4pp | 478.71%-467.3pp |
| Employer contribution / active EE | $0 | $4,209-100.0% | $3,723-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $3,406 | $5,256-35.2% | $4,654-26.8% | $6,342-46.3% |
| Admin fee / account holder | $993 | $7,973-87.5% | $6,754-85.3% | $12,312-91.9% |