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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 | $139,091 | $97,125+43.2% | $86,233+61.3% | $137,256+1.3% |
| Participation rate | 64.3% | 74.2%-9.9pp | 69.0%-4.7pp | 80.0%-15.7pp |
| Annual return | 15.11% | 74.19%-59.1pp | 61.39%-46.3pp | 220.34%-205.2pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $900 | $5,180-82.6% | $4,559-80.3% | $6,407-86.0% |
| Admin fee / account holder | $961 | $9,725-90.1% | $8,342-88.5% | $12,270-92.2% |