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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 | $99,663 | $114,013-12.6% | $103,693-3.9% | $155,188-35.8% |
| Participation rate | 62.5% | 75.2%-12.7pp | 72.6%-10.1pp | 80.8%-18.3pp |
| Annual return | 8.58% | 49.31%-40.7pp | 47.61%-39.0pp | 148.84%-140.3pp |
| Employer contribution / active EE | $9,654 | $3,131+208.3% | $2,920+230.6% | $4,248+127.3% |
| Participant deferral / active EE | $0 | $4,970-100.0% | $4,579-100.0% | $6,531-100.0% |
| Admin fee / account holder | $6,700 | $8,407-20.3% | $7,858-14.7% | $14,480-53.7% |