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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 | $185,141-16.1% | $153,416+1.3% | $155,188+0.1% |
| Participation rate | 66.7% | 79.9%-13.3pp | 74.3%-7.7pp | 80.8%-14.1pp |
| Annual return | 16.17% | 18.72%-2.6pp | 17.84%-1.7pp | 148.84%-132.7pp |
| Employer contribution / active EE | $0 | $4,489-100.0% | $3,764-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,952 | $5,477-64.4% | $4,723-58.7% | $6,531-70.1% |
| Admin fee / account holder | $677 | $16,005-95.8% | $13,095-94.8% | $14,480-95.3% |