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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 | $177,156-32.5% | $147,027-18.7% | $154,746-22.7% |
| Participation rate | 20.0% | 79.4%-59.4pp | 73.7%-53.7pp | 80.7%-60.7pp |
| Annual return | 12.69% | 21.94%-9.2pp | 20.23%-7.5pp | 172.34%-159.7pp |
| Employer contribution / active EE | $0 | $4,336-100.0% | $3,626-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $5,797-100.0% | $4,933-100.0% | $6,730-100.0% |
| Admin fee / account holder | $1,177 | $14,904-92.1% | $12,223-90.4% | $14,365-91.8% |