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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 | $102,994 | $111,535-7.7% | $105,223-2.1% | $137,256-25.0% |
| Participation rate | 35.0% | 78.1%-43.1pp | 75.0%-40.0pp | 80.0%-45.0pp |
| Annual return | 12.01% | 237.85%-225.8pp | 180.65%-168.6pp | 220.34%-208.3pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,150 | $5,500-24.5% | $5,072-18.2% | $6,407-35.2% |
| Admin fee / account holder | $7,327 | $9,721-24.6% | $8,859-17.3% | $12,270-40.3% |