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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 | $100,073+18.7% | $85,126+39.6% | $145,877-18.6% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.9pp | 80.3%-13.6pp |
| Annual return | 9.88% | 84.11%-74.2pp | 66.63%-56.7pp | 551.28%-541.4pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,731-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,868 | $5,294+29.7% | $4,523+51.8% | $6,691+2.7% |
| Admin fee / account holder | $1,643 | $7,261-77.4% | $6,160-73.3% | $13,402-87.7% |