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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 | $92,516 | $73,546+25.8% | $63,018+46.8% | $147,586-37.3% |
| Participation rate | 47.6% | 77.9%-30.2pp | 74.8%-27.2pp | 82.8%-35.2pp |
| Annual return | 16.25% | 175.56%-159.3pp | 87.62%-71.4pp | 578.59%-562.3pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,761-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,659 | $4,185+11.3% | $3,330+39.9% | $5,439-14.3% |
| Admin fee / account holder | $457 | $5,956-92.3% | $3,601-87.3% | $10,886-95.8% |