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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 | $94,652 | $53,841+75.8% | $75,731+25.0% | $85,851+10.3% |
| Participation rate | 58.9% | 69.0%-10.1pp | 74.8%-15.9pp | 69.3%-10.4pp |
| Annual return | 28.74% | 24.54%+4.2pp | 104.65%-75.9pp | 318.63%-289.9pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,743-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,715 | $2,895-6.2% | $3,820-28.9% | $3,952-31.3% |
| Admin fee / account holder | $1,393 | $3,340-58.3% | $3,620-61.5% | $6,261-77.8% |