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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 | $113,052 | $153,769-26.5% | $133,975-15.6% | $273,972-58.7% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.1%-20.4pp | 83.0%-16.3pp |
| Annual return | 28.09% | 36.51%-8.4pp | 29.29%-1.2pp | 41.46%-13.4pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $9,206 | $6,958+32.3% | $6,282+46.5% | $5,287+74.1% |
| Admin fee / account holder | $478 | $11,765-95.9% | $9,324-94.9% | $10,133-95.3% |