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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 | $92,891 | $110,410-15.9% | $102,437-9.3% | $145,897-36.3% |
| Participation rate | 57.9% | 77.9%-20.0pp | 74.5%-16.6pp | 80.3%-22.4pp |
| Annual return | 9.10% | 24.85%-15.7pp | 24.95%-15.8pp | 552.29%-543.2pp |
| Employer contribution / active EE | $0 | $4,217-100.0% | $3,871-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $7,309 | $5,622+30.0% | $5,060+44.4% | $6,689+9.3% |
| Admin fee / account holder | $3,405 | $9,745-65.1% | $8,388-59.4% | $13,390-74.6% |