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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 | $84,090 | $209,336-59.8% | $197,124-57.3% | $137,256-38.7% |
| Participation rate | 61.1% | 87.3%-26.2pp | 86.7%-25.6pp | 80.0%-18.8pp |
| Annual return | 17.65% | 48.09%-30.4pp | 44.34%-26.7pp | 220.34%-202.7pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,866 | $9,614-59.8% | $9,135-57.7% | $6,407-39.7% |
| Admin fee / account holder | $11,068 | $17,308-36.0% | $16,298-32.1% | $12,270-9.8% |