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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 | $106,658 | $85,766+24.4% | $136,298-21.7% | $70,126+52.1% |
| Participation rate | 63.6% | 74.2%-10.5pp | 81.9%-18.3pp | 69.5%-5.9pp |
| Annual return | 15.93% | 31.46%-15.5pp | 5156.27%-5140.3pp | 73.15%-57.2pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $5,485 | $5,051+8.6% | $6,247-12.2% | $3,332+64.6% |
| Admin fee / account holder | $9,343 | $5,421+72.4% | $9,244+1.1% | $4,645+101.1% |