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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 | $121,349 | $172,111-29.5% | $150,298-19.3% | $137,256-11.6% |
| Participation rate | 42.9% | 81.7%-38.9pp | 77.8%-34.9pp | 80.0%-37.1pp |
| Annual return | 11.64% | 69.37%-57.7pp | 62.79%-51.1pp | 220.34%-208.7pp |
| Employer contribution / active EE | $1,586 | $4,636-65.8% | $4,154-61.8% | $4,156-61.8% |
| Participant deferral / active EE | $1,970 | $6,166-68.0% | $5,453-63.9% | $6,407-69.2% |
| Admin fee / account holder | $35,551 | $16,471+115.8% | $14,116+151.8% | $12,270+189.7% |