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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 | $105,219 | $174,379-39.7% | $152,093-30.8% | $138,895-24.2% |
| Participation rate | 63.6% | 81.6%-18.0pp | 77.8%-14.1pp | 79.9%-16.3pp |
| Annual return | 11.82% | 74.86%-63.0pp | 66.36%-54.5pp | 145.39%-133.6pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $8,134 | $6,159+32.1% | $5,451+49.2% | $6,396+27.2% |
| Admin fee / account holder | $13,870 | $16,880-17.8% | $14,497-4.3% | $12,562+10.4% |