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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 | $49,976+106.0% | $66,674+54.4% | $82,637+24.6% |
| Participation rate | 67.7% | 63.1%+4.6pp | 73.7%-5.9pp | 68.1%-0.3pp |
| Annual return | 17.43% | 39.09%-21.7pp | 321.24%-303.8pp | 53.51%-36.1pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $6,170 | $2,847+116.8% | $4,084+51.1% | $4,126+49.5% |
| Admin fee / account holder | $33,780 | $4,594+635.4% | $5,098+562.6% | $7,339+360.3% |