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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 | $60,744 | $135,956-55.3% | $123,894-51.0% | $273,972-77.8% |
| Participation rate | 63.6% | 84.1%-20.4pp | 81.4%-17.8pp | 83.0%-19.4pp |
| Annual return | 7.57% | 56.63%-49.1pp | 47.52%-39.9pp | 41.46%-33.9pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $12,798 | $6,343+101.8% | $5,984+113.9% | $5,287+142.1% |
| Admin fee / account holder | $16,746 | $9,817+70.6% | $8,357+100.4% | $10,133+65.3% |