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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 | $110,719 | $112,099-1.2% | $95,954+15.4% | $158,931-30.3% |
| Participation rate | 60.0% | 79.0%-19.0pp | 77.1%-17.1pp | 82.0%-22.0pp |
| Annual return | 16.20% | 171.12%-154.9pp | 91.62%-75.4pp | 302.86%-286.7pp |
| Employer contribution / active EE | $0 | $3,198-100.0% | $2,541-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,993 | $4,784-58.3% | $4,167-52.2% | $5,982-66.7% |
| Admin fee / account holder | $1,534 | $10,132-84.9% | $6,796-77.4% | $11,247-86.4% |