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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 | $58,759 | $155,555-62.2% | $146,866-60.0% | $155,188-62.1% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.5%-22.5pp | 80.8%-20.8pp |
| Annual return | 15.72% | 115.41%-99.7pp | 102.85%-87.1pp | 148.84%-133.1pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,808 | $8,044-52.7% | $7,759-50.9% | $6,531-41.7% |
| Admin fee / account holder | $998 | $14,755-93.2% | $13,620-92.7% | $14,480-93.1% |