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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 | $232,865 | $167,415+39.1% | $140,514+65.7% | $198,609+17.2% |
| Participation rate | 25.0% | 80.9%-55.9pp | 77.8%-52.8pp | 82.4%-57.4pp |
| Annual return | 13.21% | 13.85%-0.6pp | 14.36%-1.2pp | 202.70%-189.5pp |
| Employer contribution / active EE | $0 | $4,088-100.0% | $3,378-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $5,579-100.0% | $4,919-100.0% | $6,977-100.0% |
| Admin fee / account holder | $1,817 | $16,730-89.1% | $13,697-86.7% | $19,030-90.5% |