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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 | $116,886 | $56,197+108.0% | $67,652+72.8% | $59,633+96.0% |
| Participation rate | 63.9% | 71.5%-7.6pp | 75.7%-11.8pp | 68.7%-4.8pp |
| Annual return | 2.02% | 18508.10%-18506.1pp | 6625.40%-6623.4pp | 2041.45%-2039.4pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,480 | $2,844-12.8% | $3,560-30.3% | $3,192-22.3% |
| Admin fee / account holder | $3,398 | $3,958-14.2% | $4,821-29.5% | $4,297-20.9% |