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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 | $212,386-63.3% | $199,883-61.0% | $138,895-43.8% |
| Participation rate | 58.8% | 87.4%-28.5pp | 86.8%-27.9pp | 79.9%-21.1pp |
| Annual return | 13.87% | 47.75%-33.9pp | 43.81%-29.9pp | 145.39%-131.5pp |
| Employer contribution / active EE | $0 | $6,625-100.0% | $6,261-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,102 | $9,617-57.3% | $9,138-55.1% | $6,396-35.9% |
| Admin fee / account holder | $21,820 | $18,233+19.7% | $17,268+26.4% | $12,562+73.7% |