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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 | $118,405 | $181,896-34.9% | $156,551-24.4% | $273,972-56.8% |
| Participation rate | 59.1% | 88.4%-29.3pp | 84.0%-24.9pp | 83.0%-23.9pp |
| Annual return | 10.59% | 30.74%-20.1pp | 32.23%-21.6pp | 41.46%-30.9pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $6,540 | $5,550+17.8% | $4,871+34.3% | $5,287+23.7% |
| Admin fee / account holder | $3,381 | $15,560-78.3% | $13,028-74.0% | $10,133-66.6% |