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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 | $130,245 | $118,496+9.9% | $98,461+32.3% | $139,466-6.6% |
| Participation rate | 60.0% | 77.5%-17.5pp | 75.2%-15.2pp | 80.3%-20.3pp |
| Annual return | 10.37% | 18.96%-8.6pp | 21.17%-10.8pp | 373.66%-363.3pp |
| Employer contribution / active EE | $0 | $3,611-100.0% | $3,049-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,763 | $5,393-30.2% | $4,738-20.6% | $6,712-43.9% |
| Admin fee / account holder | $47,984 | $14,056+241.4% | $8,961+435.5% | $11,409+320.6% |