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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 | $99,865 | $84,236+18.6% | $170,435-41.4% | $70,126+42.4% |
| Participation rate | 62.2% | 70.8%-8.7pp | 83.6%-21.4pp | 69.5%-7.4pp |
| Annual return | 15.72% | 23.06%-7.3pp | 205.94%-190.2pp | 73.15%-57.4pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $10,869 | $3,086+252.2% | $4,939+120.0% | $3,332+226.2% |
| Admin fee / account holder | $5,901 | $5,698+3.6% | $13,881-57.5% | $4,645+27.0% |