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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 | $101,638 | $117,895-13.8% | $102,460-0.8% | $145,897-30.3% |
| Participation rate | 60.0% | 78.6%-18.6pp | 76.5%-16.5pp | 80.3%-20.3pp |
| Annual return | 8.62% | 31.92%-23.3pp | 29.47%-20.9pp | 552.29%-543.7pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $7,447 | $5,736+29.8% | $5,056+47.3% | $6,689+11.3% |
| Admin fee / account holder | $33,272 | $13,353+149.2% | $9,460+251.7% | $13,390+148.5% |