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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 | $147,613 | $153,769-4.0% | $133,975+10.2% | $273,972-46.1% |
| Participation rate | 47.1% | 88.4%-41.3pp | 87.1%-40.0pp | 83.0%-36.0pp |
| Annual return | 7.90% | 36.51%-28.6pp | 29.29%-21.4pp | 41.46%-33.6pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $8,799 | $6,958+26.4% | $6,282+40.1% | $5,287+66.4% |
| Admin fee / account holder | $2,726 | $11,765-76.8% | $9,324-70.8% | $10,133-73.1% |