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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 | $121,667 | $51,642+135.6% | $129,384-6.0% | $80,935+50.3% |
| Participation rate | 57.7% | 56.9%+0.8pp | 69.6%-11.9pp | 67.7%-10.0pp |
| Annual return | 20.79% | 20.78%0pp | 9461.77%-9441.0pp | 35.66%-14.9pp |
| Employer contribution / active EE | $0 | $1,583-100.0% | $4,153-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,820 | $2,670+43.1% | $4,166-8.3% | $4,299-11.1% |
| Admin fee / account holder | $646 | $4,312-85.0% | $7,686-91.6% | $6,924-90.7% |