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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 | $101,033 | $138,312-27.0% | $122,979-17.8% | $155,188-34.9% |
| Participation rate | 37.5% | 80.2%-42.7pp | 77.2%-39.7pp | 80.8%-43.3pp |
| Annual return | 11.09% | 22.06%-11.0pp | 20.12%-9.0pp | 148.84%-137.7pp |
| Employer contribution / active EE | $0 | $3,530-100.0% | $3,062-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,445 | $5,592-20.5% | $5,003-11.2% | $6,531-31.9% |
| Admin fee / account holder | $7,304 | $15,089-51.6% | $12,864-43.2% | $14,480-49.6% |