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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 | $123,004 | $135,956-9.5% | $123,894-0.7% | $273,972-55.1% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | 7.20% | 56.63%-49.4pp | 47.52%-40.3pp | 41.46%-34.3pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $9,018 | $6,343+42.2% | $5,984+50.7% | $5,287+70.6% |
| Admin fee / account holder | $35,966 | $9,817+266.3% | $8,357+330.4% | $10,133+254.9% |