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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 | $106,273 | $58,311+82.3% | $81,882+29.8% | $80,959+31.3% |
| Participation rate | 61.3% | 63.5%-2.2pp | 72.4%-11.1pp | 67.7%-6.4pp |
| Annual return | 11.21% | 41.85%-30.6pp | 779.47%-768.3pp | 35.67%-24.5pp |
| Employer contribution / active EE | $1,613 | $2,347-31.3% | $2,916-44.7% | $2,757-41.5% |
| Participant deferral / active EE | $0 | $3,287-100.0% | $4,323-100.0% | $4,300-100.0% |
| Admin fee / account holder | $7,241 | $4,752+52.4% | $7,360-1.6% | $6,925+4.6% |