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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 | $132,099+0.3% | $115,599+14.7% | $138,895-4.6% |
| Participation rate | 58.3% | 77.9%-19.5pp | 74.3%-15.9pp | 79.9%-21.6pp |
| Annual return | 14.05% | 176.76%-162.7pp | 111.10%-97.0pp | 145.39%-131.3pp |
| Employer contribution / active EE | $0 | $3,416-100.0% | $2,955-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,854 | $5,617-31.4% | $4,889-21.2% | $6,396-39.7% |
| Admin fee / account holder | $4,252 | $15,650-72.8% | $12,841-66.9% | $12,562-66.2% |