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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 | $139,047 | $108,226+28.5% | $77,513+79.4% | $158,950-12.5% |
| Participation rate | 30.8% | 64.4%-33.7pp | 54.2%-23.4pp | 82.0%-51.2pp |
| Annual return | 12.07% | 31.67%-19.6pp | 54.81%-42.7pp | 302.91%-290.8pp |
| Employer contribution / active EE | $0 | $1,325-100.0% | $987-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $0 | $2,456-100.0% | $1,861-100.0% | $5,983-100.0% |
| Admin fee / account holder | $883 | $3,710-76.2% | $2,859-69.1% | $11,248-92.1% |