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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 | $100,314 | $177,156-43.4% | $147,027-31.8% | $154,746-35.2% |
| Participation rate | 58.8% | 79.4%-20.5pp | 73.7%-14.9pp | 80.7%-21.9pp |
| Annual return | 8.07% | 21.94%-13.9pp | 20.23%-12.2pp | 172.34%-164.3pp |
| Employer contribution / active EE | $0 | $4,336-100.0% | $3,626-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,702 | $5,797-53.4% | $4,933-45.2% | $6,730-59.9% |
| Admin fee / account holder | $11,662 | $14,904-21.7% | $12,223-4.6% | $14,365-18.8% |