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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 | $65,517 | $154,228-57.5% | $145,433-55.0% | $137,256-52.3% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 18.24% | 74.59%-56.4pp | 66.58%-48.3pp | 220.34%-202.1pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,667 | $8,216-31.0% | $7,897-28.2% | $6,407-11.5% |
| Admin fee / account holder | $4,907 | $14,344-65.8% | $13,129-62.6% | $12,270-60.0% |