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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 | $132,540 | $139,948-5.3% | $121,663+8.9% | $154,746-14.3% |
| Participation rate | 58.3% | 78.0%-19.7pp | 74.5%-16.2pp | 80.7%-22.4pp |
| Annual return | 14.05% | 230.52%-216.5pp | 147.54%-133.5pp | 172.34%-158.3pp |
| Employer contribution / active EE | $0 | $3,521-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,854 | $5,629-31.5% | $4,887-21.1% | $6,730-42.7% |
| Admin fee / account holder | $4,252 | $17,321-75.5% | $14,289-70.2% | $14,365-70.4% |