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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 | $96,923 | $108,911-11.0% | $100,392-3.5% | $145,884-33.6% |
| Participation rate | 66.7% | 83.0%-16.3pp | 81.5%-14.8pp | 80.3%-13.6pp |
| Annual return | 11.91% | 58.23%-46.3pp | 49.45%-37.5pp | 551.85%-539.9pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,941-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,685 | $8,459-56.4% | $8,090-54.4% | $6,690-44.9% |
| Admin fee / account holder | $45,623 | $9,698+370.4% | $7,904+477.2% | $13,392+240.7% |