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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 | $78,875 | $121,701-35.2% | $104,639-24.6% | $158,982-50.4% |
| Participation rate | 69.6% | 77.5%-8.0pp | 74.1%-4.5pp | 82.0%-12.4pp |
| Annual return | 13.81% | 465.72%-451.9pp | 340.67%-326.9pp | 302.99%-289.2pp |
| Employer contribution / active EE | $0 | $3,165-100.0% | $2,682-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,166 | $4,176-48.1% | $3,738-42.1% | $5,983-63.8% |
| Admin fee / account holder | $20,345 | $7,778+161.6% | $6,465+214.7% | $11,252+80.8% |