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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 | $110,074 | $98,760+11.5% | $149,715-26.5% | $79,858+37.8% |
| Participation rate | 69.2% | 75.8%-6.5pp | 82.5%-13.2pp | 69.6%-0.4pp |
| Annual return | 14.42% | 27.43%-13.0pp | 276.66%-262.2pp | 31.72%-17.3pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,665 | $5,681-17.9% | $6,842-31.8% | $3,740+24.7% |
| Admin fee / account holder | $10,599 | $6,053+75.1% | $9,310+13.8% | $5,306+99.8% |