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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 | $145,145 | $94,436+53.7% | $115,599+25.6% | $82,637+75.6% |
| Participation rate | 65.3% | 70.4%-5.2pp | 74.3%-9.0pp | 68.1%-2.8pp |
| Annual return | 17.58% | 18.37%-0.8pp | 111.10%-93.5pp | 53.51%-35.9pp |
| Employer contribution / active EE | $0 | $2,324-100.0% | $2,955-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $6,996 | $3,955+76.9% | $4,889+43.1% | $4,126+69.6% |
| Admin fee / account holder | $4,021 | $10,328-61.1% | $12,841-68.7% | $7,339-45.2% |