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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 | $123,038 | $138,312-11.0% | $122,9790% | $155,188-20.7% |
| Participation rate | 50.0% | 80.2%-30.2pp | 77.2%-27.2pp | 80.8%-30.8pp |
| Annual return | 9.24% | 22.06%-12.8pp | 20.12%-10.9pp | 148.84%-139.6pp |
| Employer contribution / active EE | $0 | $3,530-100.0% | $3,062-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $9,161 | $5,592+63.8% | $5,003+83.1% | $6,531+40.3% |
| Admin fee / account holder | $66,443 | $15,089+340.3% | $12,864+416.5% | $14,480+358.9% |