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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 | $141,183 | $136,860+3.2% | $120,344+17.3% | $154,746-8.8% |
| Participation rate | 20.0% | 79.9%-59.9pp | 76.7%-56.7pp | 80.7%-60.7pp |
| Annual return | 18.10% | 21.38%-3.3pp | 20.30%-2.2pp | 172.34%-154.2pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,293 | $5,793-60.4% | $5,135-55.3% | $6,730-65.9% |
| Admin fee / account holder | $425 | $15,393-97.2% | $12,742-96.7% | $14,365-97.0% |