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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 | $134,304 | $197,603-32.0% | $177,827-24.5% | $158,950-15.5% |
| Participation rate | 58.3% | 88.5%-30.2pp | 87.7%-29.4pp | 82.0%-23.6pp |
| Annual return | 16.16% | 58.76%-42.6pp | 48.32%-32.2pp | 302.91%-286.8pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,918-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,260 | $8,404-61.2% | $7,713-57.7% | $5,983-45.5% |
| Admin fee / account holder | $44,165 | $15,402+186.7% | $12,429+255.3% | $11,248+292.6% |