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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 | $105,219 | $181,062-41.9% | $158,223-33.5% | $155,188-32.2% |
| Participation rate | 63.6% | 82.7%-19.0pp | 79.2%-15.6pp | 80.8%-17.2pp |
| Annual return | 11.82% | 57.39%-45.6pp | 52.09%-40.3pp | 148.84%-137.0pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $8,134 | $6,134+32.6% | $5,467+48.8% | $6,531+24.5% |
| Admin fee / account holder | $13,870 | $18,825-26.3% | $16,047-13.6% | $14,480-4.2% |