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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 | $143,347 | $167,415-14.4% | $140,514+2.0% | $198,609-27.8% |
| Participation rate | 61.1% | 80.9%-19.8pp | 77.8%-16.7pp | 82.4%-21.3pp |
| Annual return | 12.26% | 13.85%-1.6pp | 14.36%-2.1pp | 202.70%-190.4pp |
| Employer contribution / active EE | $0 | $4,088-100.0% | $3,378-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $2,463 | $5,579-55.9% | $4,919-49.9% | $6,977-64.7% |
| Admin fee / account holder | $1,652 | $16,730-90.1% | $13,697-87.9% | $19,030-91.3% |