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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 | $82,023 | $211,288-61.2% | $178,540-54.1% | $145,884-43.8% |
| Participation rate | 14.3% | 80.8%-66.5pp | 77.1%-62.8pp | 80.3%-66.0pp |
| Annual return | 7.80% | 30.27%-22.5pp | 27.15%-19.3pp | 551.85%-544.0pp |
| Employer contribution / active EE | $0 | $4,574-100.0% | $3,953-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,000 | $6,967-13.9% | $6,281-4.5% | $6,690-10.3% |
| Admin fee / account holder | $4,426 | $12,105-63.4% | $10,424-57.5% | $13,392-66.9% |