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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 | $107,422 | $51,638+108.0% | $68,368+57.1% | $82,448+30.3% |
| Participation rate | 66.7% | 63.6%+3.1pp | 73.8%-7.1pp | 68.1%-1.4pp |
| Annual return | 21.02% | 37.53%-16.5pp | 292.57%-271.6pp | 41.64%-20.6pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $7,457 | $2,914+156.0% | $4,123+80.9% | $4,139+80.2% |
| Admin fee / account holder | $2,869 | $4,643-38.2% | $5,150-44.3% | $7,234-60.3% |