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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 | $63,616 | $64,324-1.1% | $118,914-46.5% | $79,856-20.3% |
| Participation rate | 65.9% | 64.9%+1.0pp | 75.4%-9.6pp | 69.6%-3.8pp |
| Annual return | 11.45% | 86.45%-75.0pp | 35.89%-24.4pp | 31.71%-20.3pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,147 | $2,824+11.5% | $4,266-26.2% | $3,741-15.9% |
| Admin fee / account holder | $24,200 | $4,040+499.0% | $6,582+267.7% | $5,306+356.0% |