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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 | $79,896 | $136,307-41.4% | $106,619-25.1% | $273,972-70.8% |
| Participation rate | 57.1% | 84.8%-27.6pp | 78.0%-20.9pp | 83.0%-25.9pp |
| Annual return | 6.57% | 11.05%-4.5pp | 9.42%-2.8pp | 41.46%-34.9pp |
| Employer contribution / active EE | $0 | $5,190-100.0% | $3,947-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $11,143 | $4,969+124.2% | $3,930+183.5% | $5,287+110.8% |
| Admin fee / account holder | $857 | $8,625-90.1% | $6,418-86.7% | $10,133-91.5% |