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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 | $84,453 | $125,190-32.5% | $105,624-20.0% | $145,897-42.1% |
| Participation rate | 64.7% | 77.6%-12.9pp | 75.3%-10.6pp | 80.3%-15.6pp |
| Annual return | 15.97% | 225.22%-209.3pp | 116.20%-100.2pp | 552.29%-536.3pp |
| Employer contribution / active EE | $3,399 | $3,720-8.6% | $3,168+7.3% | $4,663-27.1% |
| Participant deferral / active EE | $0 | $5,716-100.0% | $5,013-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,140 | $17,138-93.3% | $10,961-89.6% | $13,390-91.5% |