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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 | $141,265 | $115,225+22.6% | $100,712+40.3% | $138,895+1.7% |
| Participation rate | 20.0% | 74.3%-54.3pp | 69.3%-49.3pp | 79.9%-59.9pp |
| Annual return | 16.28% | 40.35%-24.1pp | 33.27%-17.0pp | 145.39%-129.1pp |
| Employer contribution / active EE | $0 | $2,771-100.0% | $2,313-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,488 | $4,699-4.5% | $4,085+9.9% | $6,396-29.8% |
| Admin fee / account holder | $52,631 | $10,844+385.4% | $9,256+468.6% | $12,562+319.0% |