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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 | $88,484 | $149,040-40.6% | $120,225-26.4% | $137,256-35.5% |
| Participation rate | 60.0% | 75.4%-15.4pp | 69.6%-9.6pp | 80.0%-20.0pp |
| Annual return | 12.04% | 605.68%-593.6pp | 439.23%-427.2pp | 220.34%-208.3pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $7,321 | $4,655+57.3% | $3,999+83.1% | $6,407+14.3% |
| Admin fee / account holder | $22,947 | $6,348+261.5% | $5,696+302.8% | $12,270+87.0% |