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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 | $126,121 | $275,752-54.3% | $256,809-50.9% | $198,609-36.5% |
| Participation rate | 61.9% | 89.2%-27.3pp | 88.5%-26.6pp | 82.4%-20.5pp |
| Annual return | 12.08% | 34.81%-22.7pp | 32.73%-20.6pp | 202.70%-190.6pp |
| Employer contribution / active EE | $0 | $7,721-100.0% | $7,263-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $5,019 | $10,037-50.0% | $9,520-47.3% | $6,977-28.1% |
| Admin fee / account holder | $521 | $25,716-98.0% | $25,146-97.9% | $19,030-97.3% |