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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 | $113,535 | $53,128+113.7% | $86,582+31.1% | $70,126+61.9% |
| Participation rate | 40.3% | 65.3%-25.0pp | 73.5%-33.3pp | 69.5%-29.3pp |
| Annual return | 19.52% | 27.66%-8.1pp | 965.08%-945.6pp | 73.15%-53.6pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,332 | $2,695+23.6% | $3,609-7.7% | $3,3320% |
| Admin fee / account holder | $12,311 | $3,584+243.5% | $4,904+151.0% | $4,645+165.0% |