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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 | $99,261 | $97,125+2.2% | $86,233+15.1% | $137,256-27.7% |
| Participation rate | 61.5% | 74.2%-12.7pp | 69.0%-7.5pp | 80.0%-18.4pp |
| Annual return | 13.51% | 74.19%-60.7pp | 61.39%-47.9pp | 220.34%-206.8pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,873 | $5,180-63.8% | $4,559-58.9% | $6,407-70.8% |
| Admin fee / account holder | $16,574 | $9,725+70.4% | $8,342+98.7% | $12,270+35.1% |