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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 | $129,281 | $124,346+4.0% | $111,308+16.1% | $167,536-22.8% |
| Participation rate | 36.4% | 79.6%-43.3pp | 77.3%-41.0pp | 82.1%-45.7pp |
| Annual return | 63.59% | 37.45%+26.1pp | 54.67%+8.9pp | 478.82%-415.2pp |
| Employer contribution / active EE | $0 | $3,437-100.0% | $2,732-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,956 | $5,182-43.0% | $4,487-34.1% | $6,342-53.4% |
| Admin fee / account holder | $419 | $10,621-96.1% | $7,965-94.7% | $12,315-96.6% |