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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 | $125,184-32.5% | $105,607-20.0% | $145,884-42.1% |
| Participation rate | 64.7% | 77.6%-12.9pp | 75.3%-10.6pp | 80.3%-15.6pp |
| Annual return | 15.97% | 225.00%-209.0pp | 116.11%-100.1pp | 551.85%-535.9pp |
| Employer contribution / active EE | $3,399 | $3,720-8.6% | $3,167+7.3% | $4,662-27.1% |
| Participant deferral / active EE | $0 | $5,714-100.0% | $5,011-100.0% | $6,690-100.0% |
| Admin fee / account holder | $1,140 | $17,133-93.3% | $10,958-89.6% | $13,392-91.5% |