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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 | $111,064 | $104,694+6.1% | $85,709+29.6% | $167,536-33.7% |
| Participation rate | 36.4% | 76.4%-40.0pp | 69.9%-33.5pp | 82.1%-45.7pp |
| Annual return | 21.36% | 21.45%-0.1pp | 21.49%-0.1pp | 478.82%-457.5pp |
| Employer contribution / active EE | $0 | $3,337-100.0% | $2,619-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,314 | $4,826-72.8% | $3,924-66.5% | $6,342-79.3% |
| Admin fee / account holder | $4,732 | $10,035-52.8% | $6,876-31.2% | $12,315-61.6% |