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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 | $227,291-72.0% | $214,702-70.3% | $155,188-59.0% |
| Participation rate | 63.6% | 88.0%-24.3pp | 87.5%-23.8pp | 80.8%-17.2pp |
| Annual return | 10.56% | 60.08%-49.5pp | 54.55%-44.0pp | 148.84%-138.3pp |
| Employer contribution / active EE | $0 | $6,772-100.0% | $6,461-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,585 | $9,582-62.6% | $9,147-60.8% | $6,531-45.1% |
| Admin fee / account holder | $456 | $20,413-97.8% | $19,830-97.7% | $14,480-96.9% |