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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 | $87,522 | $81,208+7.8% | $98,920-11.5% | $79,852+9.6% |
| Participation rate | 44.0% | 72.5%-28.5pp | 76.0%-32.0pp | 69.6%-25.6pp |
| Annual return | 16.85% | 60.99%-44.1pp | 196.47%-179.6pp | 31.72%-14.9pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,791 | $3,265+16.1% | $4,245-10.7% | $3,740+1.4% |
| Admin fee / account holder | $11,647 | $6,013+93.7% | $6,643+75.3% | $5,306+119.5% |