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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 | $92,891 | $110,337-15.8% | $102,383-9.3% | $145,877-36.3% |
| Participation rate | 57.9% | 77.9%-20.0pp | 74.5%-16.6pp | 80.3%-22.4pp |
| Annual return | 9.10% | 24.83%-15.7pp | 24.94%-15.8pp | 551.28%-542.2pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $7,309 | $5,621+30.0% | $5,060+44.5% | $6,691+9.2% |
| Admin fee / account holder | $3,405 | $9,750-65.1% | $8,391-59.4% | $13,402-74.6% |