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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 | $254,759-43.3% | $216,567-33.3% | $198,609-27.2% |
| Participation rate | 33.3% | 84.5%-51.2pp | 81.6%-48.3pp | 82.4%-49.0pp |
| Annual return | 16.09% | 10.04%+6.0pp | 12.94%+3.1pp | 202.70%-186.6pp |
| Employer contribution / active EE | $0 | $6,096-100.0% | $5,216-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $8,582 | $6,948+23.5% | $6,191+38.6% | $6,977+23.0% |
| Admin fee / account holder | $2,937 | $26,311-88.8% | $21,981-86.6% | $19,030-84.6% |