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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 | $155,354 | $177,156-12.3% | $147,027+5.7% | $154,746+0.4% |
| Participation rate | 66.7% | 79.4%-12.7pp | 73.7%-7.1pp | 80.7%-14.0pp |
| Annual return | 16.17% | 21.94%-5.8pp | 20.23%-4.1pp | 172.34%-156.2pp |
| Employer contribution / active EE | $0 | $4,336-100.0% | $3,626-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,952 | $5,797-66.3% | $4,933-60.4% | $6,730-71.0% |
| Admin fee / account holder | $677 | $14,904-95.5% | $12,223-94.5% | $14,365-95.3% |