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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 | $94,503 | $64,324+46.9% | $118,914-20.5% | $79,856+18.3% |
| Participation rate | 65.5% | 64.9%+0.7pp | 75.4%-9.9pp | 69.6%-4.1pp |
| Annual return | 13.10% | 86.45%-73.4pp | 35.89%-22.8pp | 31.71%-18.6pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,871 | $2,824+1.7% | $4,266-32.7% | $3,741-23.2% |
| Admin fee / account holder | $893 | $4,040-77.9% | $6,582-86.4% | $5,306-83.2% |