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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 | $117,466 | $157,296-25.3% | $141,191-16.8% | $152,897-23.2% |
| Participation rate | 68.8% | 84.8%-16.1pp | 82.5%-13.7pp | 82.5%-13.7pp |
| Annual return | 22.39% | 64.34%-42.0pp | 71.41%-49.0pp | 345.43%-323.0pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,445 | $7,111-65.6% | $6,710-63.6% | $5,851-58.2% |
| Admin fee / account holder | $4,278 | $12,125-64.7% | $10,264-58.3% | $11,599-63.1% |