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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 | $161,352-3.7% | $134,172+15.8% | $137,256+13.2% |
| Participation rate | 66.7% | 78.3%-11.6pp | 72.5%-5.8pp | 80.0%-13.3pp |
| Annual return | 16.17% | 28.72%-12.5pp | 25.30%-9.1pp | 220.34%-204.2pp |
| Employer contribution / active EE | $0 | $4,099-100.0% | $3,420-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,952 | $5,552-64.8% | $4,690-58.4% | $6,407-69.5% |
| Admin fee / account holder | $677 | $15,028-95.5% | $12,016-94.4% | $12,270-94.5% |