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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 | $191,079 | $176,786+8.1% | $146,643+30.3% | $167,536+14.1% |
| Participation rate | 44.4% | 83.6%-39.2pp | 80.1%-35.6pp | 82.1%-37.7pp |
| Annual return | 13.68% | 24.04%-10.4pp | 22.75%-9.1pp | 478.82%-465.1pp |
| Employer contribution / active EE | $0 | $5,161-100.0% | $4,137-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,705 | $6,440-58.0% | $5,506-50.9% | $6,342-57.4% |
| Admin fee / account holder | $12,641 | $13,262-4.7% | $10,280+23.0% | $12,315+2.6% |