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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 | $99,912 | $109,372-8.6% | $89,414+11.7% | $158,966-37.1% |
| Participation rate | 62.5% | 74.3%-11.8pp | 68.0%-5.5pp | 82.0%-19.5pp |
| Annual return | 16.26% | 345.55%-329.3pp | 245.50%-229.2pp | 302.95%-286.7pp |
| Employer contribution / active EE | $0 | $3,171-100.0% | $2,586-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,510 | $4,598-67.2% | $3,890-61.2% | $5,983-74.8% |
| Admin fee / account holder | $1,455 | $6,156-76.4% | $4,883-70.2% | $11,250-87.1% |