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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 | $143,482 | $110,240+30.2% | $96,544+48.6% | $139,487+2.9% |
| Participation rate | 37.5% | 78.1%-40.6pp | 76.0%-38.5pp | 80.3%-42.8pp |
| Annual return | 19.77% | 26.41%-6.6pp | 25.88%-6.1pp | 373.84%-354.1pp |
| Employer contribution / active EE | $0 | $3,622-100.0% | $2,966-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $4,488 | $5,549-19.1% | $4,851-7.5% | $6,713-33.1% |
| Admin fee / account holder | $3,365 | $11,602-71.0% | $8,254-59.2% | $11,407-70.5% |