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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 | $209,336-39.8% | $197,124-36.0% | $137,256-8.1% |
| Participation rate | 61.9% | 87.3%-25.4pp | 86.7%-24.8pp | 80.0%-18.1pp |
| Annual return | 12.08% | 48.09%-36.0pp | 44.34%-32.3pp | 220.34%-208.3pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,019 | $9,614-47.8% | $9,135-45.1% | $6,407-21.7% |
| Admin fee / account holder | $521 | $17,308-97.0% | $16,298-96.8% | $12,270-95.8% |