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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 | $87,779 | $105,210-16.6% | $159,487-45.0% | $85,851+2.2% |
| Participation rate | 62.7% | 75.8%-13.0pp | 82.8%-20.1pp | 69.3%-6.6pp |
| Annual return | 17.38% | 45.08%-27.7pp | 263.71%-246.3pp | 318.63%-301.3pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,958 | $5,946-33.4% | $7,354-46.2% | $3,952+0.1% |
| Admin fee / account holder | $6,714 | $6,934-3.2% | $10,804-37.9% | $6,261+7.2% |