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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 | $136,860+6.4% | $120,344+21.0% | $154,746-5.9% |
| Participation rate | 28.6% | 79.9%-51.3pp | 76.7%-48.1pp | 80.7%-52.1pp |
| Annual return | 12.33% | 21.38%-9.0pp | 20.30%-8.0pp | 172.34%-160.0pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $5,793-100.0% | $5,135-100.0% | $6,730-100.0% |
| Admin fee / account holder | $1,855 | $15,393-88.0% | $12,742-85.4% | $14,365-87.1% |