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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 | $127,075 | $70,418+80.5% | $96,570+31.6% | $85,847+48.0% |
| Participation rate | 62.7% | 61.8%+0.9pp | 69.8%-7.1pp | 69.3%-6.6pp |
| Annual return | 13.73% | 18.59%-4.9pp | 37.79%-24.1pp | 318.61%-304.9pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,198 | $2,894+45.0% | $3,849+9.0% | $3,952+6.2% |
| Admin fee / account holder | $15,097 | $4,995+202.2% | $6,182+144.2% | $6,261+141.1% |