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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 | $167,897 | $107,809+55.7% | $97,032+73.0% | $155,188+8.2% |
| Participation rate | 66.7% | 75.5%-8.8pp | 71.6%-4.9pp | 80.8%-14.1pp |
| Annual return | 9.34% | 38.06%-28.7pp | 35.38%-26.0pp | 148.84%-139.5pp |
| Employer contribution / active EE | $0 | $2,911-100.0% | $2,629-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,333 | $5,129-35.0% | $4,672-28.7% | $6,531-49.0% |
| Admin fee / account holder | $1,261 | $10,717-88.2% | $9,418-86.6% | $14,480-91.3% |