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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 | $148,202 | $162,785-9.0% | $133,959+10.6% | $158,950-6.8% |
| Participation rate | 42.9% | 83.2%-40.4pp | 79.8%-37.0pp | 82.0%-39.1pp |
| Annual return | 9.64% | 41.94%-32.3pp | 45.09%-35.5pp | 302.91%-293.3pp |
| Employer contribution / active EE | $0 | $4,975-100.0% | $3,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,266 | $5,910+6.0% | $5,047+24.1% | $5,983+4.7% |
| Admin fee / account holder | $23,206 | $11,738+97.7% | $8,928+159.9% | $11,248+106.3% |