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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 | $207,849 | $127,387+63.2% | $115,038+80.7% | $125,389+65.8% |
| Participation rate | 44.4% | 84.2%-39.7pp | 81.4%-36.9pp | 83.2%-38.7pp |
| Annual return | 0.71% | 31.28%-30.6pp | 26.14%-25.4pp | 282.24%-281.5pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $6,944 | $6,423+8.1% | $6,026+15.2% | $5,352+29.8% |
| Admin fee / account holder | $1,695 | $9,516-82.2% | $8,175-79.3% | $9,541-82.2% |