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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 | $106,784 | $105,149+1.6% | $94,659+12.8% | $139,427-23.4% |
| Participation rate | 37.5% | 82.4%-44.9pp | 80.8%-43.3pp | 80.3%-42.8pp |
| Annual return | 12.60% | 38.04%-25.4pp | 156.75%-144.1pp | 373.27%-360.7pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,673-100.0% | $4,752-100.0% |
| Participant deferral / active EE | $2,513 | $7,600-66.9% | $7,419-66.1% | $6,711-62.5% |
| Admin fee / account holder | $9,361 | $8,986+4.2% | $7,232+29.4% | $11,404-17.9% |