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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 | $121,723 | $160,028-23.9% | $147,080-17.2% | $145,884-16.6% |
| Participation rate | 36.4% | 84.0%-47.7pp | 82.2%-45.8pp | 80.3%-43.9pp |
| Annual return | 17.20% | 98.60%-81.4pp | 420.17%-403.0pp | 551.85%-534.7pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $8,608 | $8,422+2.2% | $8,066+6.7% | $6,690+28.7% |
| Admin fee / account holder | $21,650 | $15,030+44.0% | $12,989+66.7% | $13,392+61.7% |