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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 | $103,779 | $153,311-32.3% | $109,313-5.1% | $273,972-62.1% |
| Participation rate | 40.0% | 80.1%-40.1pp | 71.3%-31.3pp | 83.0%-43.0pp |
| Annual return | 5.12% | 29.86%-24.7pp | 22.07%-16.9pp | 41.46%-36.3pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $3,892-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $6,234 | $3,932+58.5% | $3,166+96.9% | $5,287+17.9% |
| Admin fee / account holder | $33,741 | $8,076+317.8% | $5,666+495.5% | $10,133+233.0% |