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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 | $145,583 | $167,415-13.0% | $140,514+3.6% | $198,609-26.7% |
| Participation rate | 28.6% | 80.9%-52.3pp | 77.8%-49.2pp | 82.4%-53.8pp |
| Annual return | 12.33% | 13.85%-1.5pp | 14.36%-2.0pp | 202.70%-190.4pp |
| Employer contribution / active EE | $0 | $4,088-100.0% | $3,378-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $5,579-100.0% | $4,919-100.0% | $6,977-100.0% |
| Admin fee / account holder | $1,855 | $16,730-88.9% | $13,697-86.5% | $19,030-90.3% |