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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 | $56,888 | $185,312-69.3% | $161,489-64.8% | $154,746-63.2% |
| Participation rate | 69.2% | 82.5%-13.2pp | 78.7%-9.5pp | 80.7%-11.5pp |
| Annual return | 15.87% | 103.84%-88.0pp | 89.72%-73.9pp | 172.34%-156.5pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,928 | $6,350-53.9% | $5,630-48.0% | $6,730-56.5% |
| Admin fee / account holder | $882 | $18,654-95.3% | $16,006-94.5% | $14,365-93.9% |