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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 | $95,330 | $166,268-42.7% | $165,100-42.3% | $145,897-34.7% |
| Participation rate | 56.3% | 82.0%-25.8pp | 78.6%-22.4pp | 80.3%-24.1pp |
| Annual return | 16.96% | 100.52%-83.6pp | 70.21%-53.2pp | 552.29%-535.3pp |
| Employer contribution / active EE | $3,352 | $5,284-36.6% | $4,348-22.9% | $4,663-28.1% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,689-100.0% |
| Admin fee / account holder | $9,252 | $16,659-44.5% | $12,696-27.1% | $13,390-30.9% |