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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 | $73,262 | $117,846-37.8% | $102,434-28.5% | $145,884-49.8% |
| Participation rate | 57.9% | 78.6%-20.7pp | 76.5%-18.6pp | 80.3%-22.4pp |
| Annual return | 13.92% | 31.90%-18.0pp | 29.46%-15.5pp | 551.85%-537.9pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $10,940 | $5,733+90.8% | $5,055+116.4% | $6,690+63.5% |
| Admin fee / account holder | $18,304 | $13,356+37.0% | $9,462+93.4% | $13,392+36.7% |