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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 | $118,722 | $213,785-44.5% | $185,441-36.0% | $155,188-23.5% |
| Participation rate | 50.0% | 83.2%-33.2pp | 80.3%-30.3pp | 80.8%-30.8pp |
| Annual return | 7.00% | 19.97%-13.0pp | 20.16%-13.2pp | 148.84%-141.8pp |
| Employer contribution / active EE | $0 | $5,393-100.0% | $4,672-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $6,864-100.0% | $6,152-100.0% | $6,531-100.0% |
| Admin fee / account holder | $3,046 | $21,134-85.6% | $17,890-83.0% | $14,480-79.0% |