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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 | $95,078 | $61,125+55.5% | $94,057+1.1% | $87,485+8.7% |
| Participation rate | 38.0% | 64.1%-26.0pp | 73.3%-35.3pp | 68.9%-30.9pp |
| Annual return | 15.39% | 35.20%-19.8pp | 480.62%-465.2pp | 26.06%-10.7pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,615 | $3,260+41.6% | $4,709-2.0% | $4,274+8.0% |
| Admin fee / account holder | $27,369 | $5,629+386.2% | $7,244+277.8% | $7,775+252.0% |