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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 | $166,242-24.1% | $165,071-23.6% | $145,884-13.5% |
| Participation rate | 22.2% | 82.0%-59.8pp | 78.6%-56.4pp | 80.3%-58.1pp |
| Annual return | 16.54% | 100.44%-83.9pp | 70.17%-53.6pp | 551.85%-535.3pp |
| Employer contribution / active EE | $0 | $5,283-100.0% | $4,347-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,874 | $6,964-15.6% | $6,035-2.7% | $6,690-12.2% |
| Admin fee / account holder | $1,825 | $16,658-89.0% | $12,695-85.6% | $13,392-86.4% |