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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 | $70,130 | $114,119-38.5% | $107,187-34.6% | $138,895-49.5% |
| Participation rate | 58.3% | 78.1%-19.7pp | 75.0%-16.7pp | 79.9%-21.6pp |
| Annual return | 12.94% | 273.21%-260.3pp | 204.55%-191.6pp | 145.39%-132.5pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,296 | $5,538-58.5% | $5,096-54.9% | $6,396-64.1% |
| Admin fee / account holder | $52,476 | $10,024+423.5% | $9,162+472.7% | $12,562+317.7% |