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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 | $76,735 | $72,071+6.5% | $68,368+12.2% | $137,256-44.1% |
| Participation rate | 69.2% | 76.2%-7.0pp | 73.8%-4.5pp | 80.0%-10.7pp |
| Annual return | 17.17% | 353.14%-336.0pp | 292.57%-275.4pp | 220.34%-203.2pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,427 | $4,410+23.1% | $4,123+31.6% | $6,407-15.3% |
| Admin fee / account holder | $477 | $5,336-91.1% | $5,150-90.7% | $12,270-96.1% |