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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 | $134,180 | $65,034+106.3% | $90,970+47.5% | $79,856+68.0% |
| Participation rate | 46.9% | 61.6%-14.7pp | 69.0%-22.1pp | 69.6%-22.7pp |
| Annual return | 14.88% | 30.45%-15.6pp | 134.60%-119.7pp | 31.71%-16.8pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,441 | $2,512-42.6% | $3,373-57.3% | $3,741-61.5% |
| Admin fee / account holder | $4,494 | $4,536-0.9% | $5,961-24.6% | $5,306-15.3% |