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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 | $126,117 | $166,089-24.1% | $164,928-23.5% | $145,978-13.6% |
| Participation rate | 22.2% | 82.0%-59.8pp | 78.6%-56.4pp | 80.3%-58.1pp |
| Annual return | 16.54% | 100.26%-83.7pp | 70.08%-53.5pp | 550.52%-534.0pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,874 | $6,961-15.6% | $6,034-2.6% | $6,690-12.2% |
| Admin fee / account holder | $1,825 | $16,641-89.0% | $12,684-85.6% | $13,400-86.4% |