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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 | $132,077 | $124,330+6.2% | $109,173+21.0% | $167,536-21.2% |
| Participation rate | 66.7% | 79.5%-12.8pp | 75.9%-9.2pp | 82.1%-15.4pp |
| Annual return | 13.70% | 26.04%-12.3pp | 25.75%-12.1pp | 478.82%-465.1pp |
| Employer contribution / active EE | $0 | $4,209-100.0% | $3,723-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $4,538 | $5,256-13.7% | $4,654-2.5% | $6,342-28.4% |
| Admin fee / account holder | $7,076 | $7,974-11.3% | $6,755+4.7% | $12,315-42.5% |