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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 | $127,157 | $157,304-19.2% | $141,197-9.9% | $152,909-16.8% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 18.51% | 64.34%-45.8pp | 71.41%-52.9pp | 345.46%-327.0pp |
| Employer contribution / active EE | $2,667 | $5,263-49.3% | $4,736-43.7% | $4,764-44.0% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $32,794 | $12,126+170.4% | $10,265+219.5% | $11,601+182.7% |