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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 | $169,248 | $153,769+10.1% | $133,975+26.3% | $273,972-38.2% |
| Participation rate | 41.7% | 88.4%-46.7pp | 87.1%-45.4pp | 83.0%-41.3pp |
| Annual return | 4.81% | 36.51%-31.7pp | 29.29%-24.5pp | 41.46%-36.6pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,165 | $6,958-54.5% | $6,282-49.6% | $5,287-40.1% |
| Admin fee / account holder | $5,597 | $11,765-52.4% | $9,324-40.0% | $10,133-44.8% |