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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 | $44,118 | $115,917-61.9% | $100,535-56.1% | $158,982-72.2% |
| Participation rate | 65.2% | 81.6%-16.4pp | 79.4%-14.2pp | 82.0%-16.7pp |
| Annual return | 9.15% | 34.80%-25.7pp | 30.90%-21.7pp | 302.99%-293.8pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,419-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,040 | $6,677-54.5% | $6,271-51.5% | $5,983-49.2% |
| Admin fee / account holder | $1,131 | $11,002-89.7% | $8,085-86.0% | $11,252-89.9% |