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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 | $124,328 | $176,402-29.5% | $134,162-7.3% | $158,982-21.8% |
| Participation rate | 47.1% | 78.7%-31.7pp | 72.2%-25.1pp | 82.0%-34.9pp |
| Annual return | 12.88% | 63.66%-50.8pp | 36.35%-23.5pp | 302.99%-290.1pp |
| Employer contribution / active EE | $0 | $5,042-100.0% | $3,705-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $6,701 | $4,093+63.7% | $3,500+91.5% | $5,983+12.0% |
| Admin fee / account holder | $2,106 | $8,719-75.8% | $6,685-68.5% | $11,252-81.3% |