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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 | $120,774 | $61,125+97.6% | $94,057+28.4% | $87,485+38.1% |
| Participation rate | 22.9% | 64.1%-41.1pp | 73.3%-50.4pp | 68.9%-46.0pp |
| Annual return | 13.44% | 35.20%-21.8pp | 480.62%-467.2pp | 26.06%-12.6pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,227 | $3,260-31.7% | $4,709-52.7% | $4,274-47.9% |
| Admin fee / account holder | $2,990 | $5,629-46.9% | $7,244-58.7% | $7,775-61.5% |