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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 | $124,792 | $125,190-0.3% | $105,624+18.1% | $145,897-14.5% |
| Participation rate | 60.0% | 77.6%-17.6pp | 75.3%-15.3pp | 80.3%-20.3pp |
| Annual return | 11.55% | 225.22%-213.7pp | 116.20%-104.7pp | 552.29%-540.7pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,168-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,838 | $5,716-32.8% | $5,013-23.4% | $6,689-42.6% |
| Admin fee / account holder | $23,480 | $17,138+37.0% | $10,961+114.2% | $13,390+75.4% |