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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 | $108,374 | $99,652+8.8% | $78,778+37.6% | $147,586-26.6% |
| Participation rate | 46.2% | 76.2%-30.1pp | 69.2%-23.0pp | 82.8%-36.7pp |
| Annual return | 15.23% | 47.28%-32.1pp | 35.62%-20.4pp | 578.59%-563.4pp |
| Employer contribution / active EE | $0 | $2,796-100.0% | $1,986-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,236 | $3,664-66.3% | $2,958-58.2% | $5,439-77.3% |
| Admin fee / account holder | $521 | $7,155-92.7% | $5,134-89.8% | $10,886-95.2% |