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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 | $77,992 | $209,336-62.7% | $197,124-60.4% | $137,256-43.2% |
| Participation rate | 58.8% | 87.3%-28.5pp | 86.7%-27.9pp | 80.0%-21.1pp |
| Annual return | 13.87% | 48.09%-34.2pp | 44.34%-30.5pp | 220.34%-206.5pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,102 | $9,614-57.3% | $9,135-55.1% | $6,407-36.0% |
| Admin fee / account holder | $21,820 | $17,308+26.1% | $16,298+33.9% | $12,270+77.8% |