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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 | $58,241+82.5% | $81,780+29.9% | $80,911+31.3% |
| Participation rate | 61.3% | 63.4%-2.2pp | 72.4%-11.1pp | 67.6%-6.4pp |
| Annual return | 11.21% | 41.73%-30.5pp | 776.27%-765.1pp | 35.63%-24.4pp |
| Employer contribution / active EE | $1,613 | $2,343-31.2% | $2,914-44.6% | $2,756-41.5% |
| Participant deferral / active EE | $0 | $3,283-100.0% | $4,321-100.0% | $4,297-100.0% |
| Admin fee / account holder | $7,241 | $4,973+45.6% | $7,384-1.9% | $6,935+4.4% |