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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 | $24,909 | $174,379-85.7% | $152,093-83.6% | $138,895-82.1% |
| Participation rate | 60.0% | 81.6%-21.6pp | 77.8%-17.8pp | 79.9%-19.9pp |
| Annual return | 13.87% | 74.86%-61.0pp | 66.36%-52.5pp | 145.39%-131.5pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,600 | $6,159-57.8% | $5,451-52.3% | $6,396-59.4% |
| Admin fee / account holder | $316 | $16,880-98.1% | $14,497-97.8% | $12,562-97.5% |