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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 | $213,448 | $99,345+114.9% | $84,753+151.8% | $273,972-22.1% |
| Participation rate | 36.4% | 80.7%-44.3pp | 76.6%-40.2pp | 83.0%-46.7pp |
| Annual return | 8.56% | 22.93%-14.4pp | 22.78%-14.2pp | 41.46%-32.9pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $3,486 | $6,645-47.5% | $5,333-34.6% | $10,133-65.6% |