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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 | $93,475 | $63,346+47.6% | $92,240+1.3% | $70,126+33.3% |
| Participation rate | 56.3% | 68.7%-12.4pp | 76.5%-20.2pp | 69.5%-13.3pp |
| Annual return | 15.70% | 530.19%-514.5pp | 176.29%-160.6pp | 73.15%-57.4pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,330 | $2,854-18.4% | $3,897-40.2% | $3,332-30.1% |
| Admin fee / account holder | $3,307 | $3,841-13.9% | $5,194-36.3% | $4,645-28.8% |