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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 | $121,197 | $176,402-31.3% | $134,162-9.7% | $158,982-23.8% |
| Participation rate | 45.5% | 78.7%-33.3pp | 72.2%-26.7pp | 82.0%-36.5pp |
| Annual return | 9.80% | 63.66%-53.9pp | 36.35%-26.5pp | 302.99%-293.2pp |
| Employer contribution / active EE | $0 | $5,042-100.0% | $3,705-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $5,446 | $4,093+33.1% | $3,500+55.6% | $5,983-9.0% |
| Admin fee / account holder | $31,393 | $8,719+260.0% | $6,685+369.6% | $11,252+179.0% |