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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 | $126,691 | $157,296-19.5% | $141,191-10.3% | $152,897-17.1% |
| Participation rate | 54.5% | 84.8%-30.3pp | 82.5%-27.9pp | 82.5%-27.9pp |
| Annual return | 18.14% | 64.34%-46.2pp | 71.41%-53.3pp | 345.43%-327.3pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $8,764 | $7,111+23.3% | $6,710+30.6% | $5,851+49.8% |
| Admin fee / account holder | $54,539 | $12,125+349.8% | $10,264+431.4% | $11,599+370.2% |