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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 | $63,661 | $223,823-71.6% | $211,142-69.8% | $154,746-58.9% |
| Participation rate | 63.6% | 87.9%-24.2pp | 87.3%-23.7pp | 80.7%-17.1pp |
| Annual return | 10.56% | 50.39%-39.8pp | 46.84%-36.3pp | 172.34%-161.8pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,585 | $9,750-63.2% | $9,284-61.4% | $6,730-46.7% |
| Admin fee / account holder | $456 | $19,707-97.7% | $19,076-97.6% | $14,365-96.8% |