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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 | $118,172 | $140,592-15.9% | $123,105-4.0% | $125,389-5.8% |
| Participation rate | 44.4% | 88.2%-43.8pp | 86.8%-42.3pp | 83.2%-38.7pp |
| Annual return | -3.36% | 16.80%-20.2pp | 13.22%-16.6pp | 282.24%-285.6pp |
| Employer contribution / active EE | $0 | $6,041-100.0% | $5,151-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $7,064 | $6,980+1.2% | $6,229+13.4% | $5,352+32.0% |
| Admin fee / account holder | $17,682 | $11,198+57.9% | $9,014+96.2% | $9,541+85.3% |