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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 | $110,700 | $178,174-37.9% | $156,181-29.1% | $137,256-19.3% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.8%-28.8pp | 80.0%-30.0pp |
| Annual return | 14.37% | 84.19%-69.8pp | 64.87%-50.5pp | 220.34%-206.0pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $16,200 | $6,888+135.2% | $6,132+164.2% | $6,407+152.9% |
| Admin fee / account holder | $1,357,805 | $17,404+7701.7% | $14,586+9208.9% | $12,270+10965.9% |