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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 | $44,841 | $106,280-57.8% | $96,538-53.6% | $139,487-67.9% |
| Participation rate | 38.1% | 77.8%-39.8pp | 74.3%-36.3pp | 80.3%-42.2pp |
| Annual return | 16.73% | 38.48%-21.8pp | 35.74%-19.0pp | 373.84%-357.1pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,740-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $2,373 | $5,457-56.5% | $4,880-51.4% | $6,713-64.6% |
| Admin fee / account holder | $707 | $7,888-91.0% | $6,737-89.5% | $11,407-93.8% |