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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 | $205,714 | $199,109+3.3% | $173,730+18.4% | $154,746+32.9% |
| Participation rate | 57.1% | 82.8%-25.7pp | 79.6%-22.4pp | 80.7%-23.6pp |
| Annual return | 9.36% | 20.02%-10.7pp | 19.96%-10.6pp | 172.34%-163.0pp |
| Employer contribution / active EE | $0 | $5,311-100.0% | $4,577-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,757 | $7,113-61.2% | $6,326-56.4% | $6,730-59.0% |
| Admin fee / account holder | $13,273 | $20,916-36.5% | $17,523-24.3% | $14,365-7.6% |