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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 | $113,224 | $64,324+76.0% | $118,914-4.8% | $79,856+41.8% |
| Participation rate | 59.1% | 64.9%-5.8pp | 75.4%-16.3pp | 69.6%-10.5pp |
| Annual return | 12.28% | 86.45%-74.2pp | 35.89%-23.6pp | 31.71%-19.4pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,496 | $2,824+59.2% | $4,266+5.4% | $3,741+20.2% |
| Admin fee / account holder | $1,587 | $4,040-60.7% | $6,582-75.9% | $5,306-70.1% |