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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 | $33,968 | $132,099-74.3% | $115,599-70.6% | $138,895-75.5% |
| Participation rate | 65.2% | 77.9%-12.6pp | 74.3%-9.1pp | 79.9%-14.7pp |
| Annual return | 13.97% | 176.76%-162.8pp | 111.10%-97.1pp | 145.39%-131.4pp |
| Employer contribution / active EE | $0 | $3,416-100.0% | $2,955-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,592 | $5,617-53.9% | $4,889-47.0% | $6,396-59.5% |
| Admin fee / account holder | $108,320 | $15,650+592.1% | $12,841+743.6% | $12,562+762.3% |