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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 | $119,724 | $114,013+5.0% | $103,693+15.5% | $155,188-22.9% |
| Participation rate | 39.1% | 75.2%-36.1pp | 72.6%-33.5pp | 80.8%-41.7pp |
| Annual return | 11.20% | 49.31%-38.1pp | 47.61%-36.4pp | 148.84%-137.6pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,405 | $4,970-31.5% | $4,579-25.7% | $6,531-47.9% |
| Admin fee / account holder | $719 | $8,407-91.5% | $7,858-90.9% | $14,480-95.0% |