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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 | $119,563 | $162,967-26.6% | $135,792-12.0% | $138,895-13.9% |
| Participation rate | 20.0% | 78.3%-58.3pp | 72.6%-52.6pp | 79.9%-59.9pp |
| Annual return | 12.69% | 30.08%-17.4pp | 25.96%-13.3pp | 145.39%-132.7pp |
| Employer contribution / active EE | $0 | $4,211-100.0% | $3,496-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $5,640-100.0% | $4,759-100.0% | $6,396-100.0% |
| Admin fee / account holder | $1,177 | $15,306-92.3% | $12,266-90.4% | $12,562-90.6% |