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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 | $144,505 | $178,174-18.9% | $156,181-7.5% | $137,256+5.3% |
| Participation rate | 33.3% | 82.0%-48.7pp | 78.8%-45.5pp | 80.0%-46.6pp |
| Annual return | 16.09% | 84.19%-68.1pp | 64.87%-48.8pp | 220.34%-204.2pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $8,582 | $6,888+24.6% | $6,132+39.9% | $6,407+34.0% |
| Admin fee / account holder | $2,937 | $17,404-83.1% | $14,586-79.9% | $12,270-76.1% |