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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 | $108,447 | $185,312-41.5% | $161,489-32.8% | $154,746-29.9% |
| Participation rate | 44.4% | 82.5%-38.0pp | 78.7%-34.3pp | 80.7%-36.3pp |
| Annual return | 15.58% | 103.84%-88.3pp | 89.72%-74.1pp | 172.34%-156.8pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $8,716 | $6,350+37.3% | $5,630+54.8% | $6,730+29.5% |
| Admin fee / account holder | $6,517 | $18,654-65.1% | $16,006-59.3% | $14,365-54.6% |