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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 | $97,016 | $132,634-26.9% | $115,768-16.2% | $137,256-29.3% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.4%-7.7pp | 80.0%-13.3pp |
| Annual return | 11.12% | 160.70%-149.6pp | 100.46%-89.3pp | 220.34%-209.2pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,160 | $5,619-43.8% | $4,917-35.7% | $6,407-50.7% |
| Admin fee / account holder | $1,519 | $15,028-89.9% | $12,439-87.8% | $12,270-87.6% |