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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 | $120,892 | $132,634-8.9% | $115,768+4.4% | $137,256-11.9% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.4%-14.4pp | 80.0%-20.0pp |
| Annual return | 15.40% | 160.70%-145.3pp | 100.46%-85.1pp | 220.34%-204.9pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,694 | $5,619-16.5% | $4,917-4.5% | $6,407-26.7% |
| Admin fee / account holder | $916 | $15,028-93.9% | $12,439-92.6% | $12,270-92.5% |