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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 | $102,650 | $73,107+40.4% | $114,563-10.4% | $87,485+17.3% |
| Participation rate | 12.5% | 65.8%-53.3pp | 72.9%-60.4pp | 68.9%-56.4pp |
| Annual return | 14.88% | 19.47%-4.6pp | 241.09%-226.2pp | 26.06%-11.2pp |
| Employer contribution / active EE | $0 | $1,881-100.0% | $2,592-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,298 | $3,144-58.7% | $4,142-68.7% | $4,274-69.6% |
| Admin fee / account holder | $1,691 | $5,770-70.7% | $7,623-77.8% | $7,775-78.2% |