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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 | $90,970 | $83,337+9.2% | $67,834+34.1% | $273,972-66.8% |
| Participation rate | 69.2% | 76.4%-7.2pp | 68.8%+0.4pp | 83.0%-13.8pp |
| Annual return | 7.14% | 259.45%-252.3pp | 138.47%-131.3pp | 41.46%-34.3pp |
| Employer contribution / active EE | $0 | $3,287-100.0% | $2,403-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,380 | $4,088-66.2% | $3,160-56.3% | $5,287-73.9% |
| Admin fee / account holder | $828 | $6,752-87.7% | $4,622-82.1% | $10,133-91.8% |