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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 | $113,733 | $106,918+6.4% | $84,021+35.4% | $152,897-25.6% |
| Participation rate | 25.0% | 75.2%-50.2pp | 69.0%-44.0pp | 82.5%-57.5pp |
| Annual return | 24.81% | 105.01%-80.2pp | 71.32%-46.5pp | 345.43%-320.6pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,130 | $4,012-71.8% | $3,239-65.1% | $5,851-80.7% |
| Admin fee / account holder | $608 | $8,288-92.7% | $6,102-90.0% | $11,599-94.8% |