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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 | $102,957 | $51,638+99.4% | $68,368+50.6% | $82,448+24.9% |
| Participation rate | 67.7% | 63.6%+4.1pp | 73.8%-6.0pp | 68.1%-0.3pp |
| Annual return | 17.43% | 37.53%-20.1pp | 292.57%-275.1pp | 41.64%-24.2pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,170 | $2,914+111.8% | $4,123+49.7% | $4,139+49.1% |
| Admin fee / account holder | $33,780 | $4,643+627.5% | $5,150+556.0% | $7,234+366.9% |