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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 | $148,619 | $108,825+36.6% | $156,181-4.8% | $82,448+80.3% |
| Participation rate | 63.4% | 72.4%-9.0pp | 78.8%-15.4pp | 68.1%-4.7pp |
| Annual return | 15.83% | 20.59%-4.8pp | 64.87%-49.0pp | 41.64%-25.8pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,685 | $4,577-19.5% | $6,132-39.9% | $4,139-11.0% |
| Admin fee / account holder | $13,126 | $9,341+40.5% | $14,586-10.0% | $7,234+81.4% |