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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 | $59,612 | $57,305+4.0% | $86,640-31.2% | $75,173-20.7% |
| Participation rate | 60.9% | 63.2%-2.3pp | 71.7%-10.8pp | 67.2%-6.3pp |
| Annual return | 13.88% | 2674.24%-2660.4pp | 592.52%-578.6pp | 160.72%-146.8pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,024-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,416 | $3,320+63.2% | $4,438+22.0% | $4,126+31.3% |
| Admin fee / account holder | $1,739 | $4,116-57.8% | $5,616-69.0% | $5,651-69.2% |