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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 | $223,823-43.7% | $211,142-40.3% | $154,746-18.5% |
| Participation rate | 61.9% | 87.9%-25.9pp | 87.3%-25.4pp | 80.7%-18.8pp |
| Annual return | 12.08% | 50.39%-38.3pp | 46.84%-34.8pp | 172.34%-160.3pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,019 | $9,750-48.5% | $9,284-45.9% | $6,730-25.4% |
| Admin fee / account holder | $521 | $19,707-97.4% | $19,076-97.3% | $14,365-96.4% |