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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 | $99,258 | $81,208+22.2% | $98,920+0.3% | $79,856+24.3% |
| Participation rate | 60.6% | 72.5%-11.9pp | 76.0%-15.4pp | 69.6%-9.0pp |
| Annual return | 13.39% | 60.99%-47.6pp | 196.47%-183.1pp | 31.71%-18.3pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,025 | $3,265-38.0% | $4,245-52.3% | $3,741-45.9% |
| Admin fee / account holder | $8,554 | $6,013+42.3% | $6,643+28.8% | $5,306+61.2% |