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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 | $139,823 | $124,298+12.5% | $109,152+28.1% | $167,497-16.5% |
| Participation rate | 52.2% | 79.4%-27.3pp | 75.9%-23.7pp | 82.1%-29.9pp |
| Annual return | 10.29% | 26.04%-15.8pp | 25.75%-15.5pp | 478.62%-468.3pp |
| Employer contribution / active EE | $0 | $4,208-100.0% | $3,722-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $2,544 | $5,256-51.6% | $4,653-45.3% | $6,341-59.9% |
| Admin fee / account holder | $27,701 | $7,971+247.5% | $6,753+310.2% | $12,310+125.0% |