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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 | $115,193 | $108,825+5.9% | $156,181-26.2% | $82,448+39.7% |
| Participation rate | 41.7% | 72.4%-30.7pp | 78.8%-37.2pp | 68.1%-26.4pp |
| Annual return | 15.29% | 20.59%-5.3pp | 64.87%-49.6pp | 41.64%-26.4pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,920 | $4,577+7.5% | $6,132-19.8% | $4,139+18.9% |
| Admin fee / account holder | $8,674 | $9,341-7.1% | $14,586-40.5% | $7,234+19.9% |