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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 | $174,979 | $167,415+4.5% | $140,514+24.5% | $198,609-11.9% |
| Participation rate | 50.0% | 80.9%-30.9pp | 77.8%-27.8pp | 82.4%-32.4pp |
| Annual return | 8.60% | 13.85%-5.3pp | 14.36%-5.8pp | 202.70%-194.1pp |
| Employer contribution / active EE | $0 | $4,088-100.0% | $3,378-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $6,039 | $5,579+8.2% | $4,919+22.8% | $6,977-13.4% |
| Admin fee / account holder | $19,637 | $16,730+17.4% | $13,697+43.4% | $19,030+3.2% |