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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 | $116,490 | $201,264-42.1% | $184,185-36.8% | $145,978-20.2% |
| Participation rate | 20.0% | 87.5%-67.5pp | 86.8%-66.8pp | 80.3%-60.3pp |
| Annual return | 10.95% | 29.00%-18.1pp | 28.81%-17.9pp | 550.52%-539.6pp |
| Employer contribution / active EE | $0 | $7,021-100.0% | $6,426-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $7,003 | $9,806-28.6% | $9,132-23.3% | $6,690+4.7% |
| Admin fee / account holder | $110,316 | $16,376+573.7% | $13,909+693.1% | $13,400+723.2% |