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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 | $118,794 | $100,203+18.6% | $85,240+39.4% | $145,897-18.6% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.9pp | 80.3%-13.6pp |
| Annual return | 9.88% | 84.28%-74.4pp | 66.75%-56.9pp | 552.29%-542.4pp |
| Employer contribution / active EE | $0 | $3,242-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,868 | $5,299+29.6% | $4,527+51.7% | $6,689+2.7% |
| Admin fee / account holder | $1,643 | $7,265-77.4% | $6,165-73.3% | $13,390-87.7% |