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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 | $163,685 | $199,109-17.8% | $173,730-5.8% | $154,746+5.8% |
| Participation rate | 62.5% | 82.8%-20.3pp | 79.6%-17.1pp | 80.7%-18.2pp |
| Annual return | 13.71% | 20.02%-6.3pp | 19.96%-6.2pp | 172.34%-158.6pp |
| Employer contribution / active EE | $0 | $5,311-100.0% | $4,577-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,549 | $7,113-36.0% | $6,326-28.1% | $6,730-32.4% |
| Admin fee / account holder | $7,013 | $20,916-66.5% | $17,523-60.0% | $14,365-51.2% |