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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 | $205,714 | $254,759-19.3% | $216,567-5.0% | $198,609+3.6% |
| Participation rate | 57.1% | 84.5%-27.4pp | 81.6%-24.5pp | 82.4%-25.2pp |
| Annual return | 9.36% | 10.04%-0.7pp | 12.94%-3.6pp | 202.70%-193.3pp |
| Employer contribution / active EE | $0 | $6,096-100.0% | $5,216-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $2,757 | $6,948-60.3% | $6,191-55.5% | $6,977-60.5% |
| Admin fee / account holder | $13,273 | $26,311-49.6% | $21,981-39.6% | $19,030-30.3% |