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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 | $128,073 | $48,364+164.8% | $71,796+78.4% | $62,881+103.7% |
| Participation rate | 63.3% | 60.6%+2.7pp | 69.1%-5.8pp | 69.3%-6.0pp |
| Annual return | 6.04% | 13.16%-7.1pp | 78.04%-72.0pp | 20.14%-14.1pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,302 | $2,091-37.7% | $2,794-53.4% | $3,203-59.4% |
| Admin fee / account holder | $1,858 | $3,771-50.7% | $4,815-61.4% | $4,296-56.7% |