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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 | $113,306 | $104,953+8.0% | $84,637+33.9% | $152,909-25.9% |
| Participation rate | 27.3% | 74.8%-47.6pp | 68.2%-41.0pp | 82.5%-55.2pp |
| Annual return | 18.42% | 373.94%-355.5pp | 258.82%-240.4pp | 345.46%-327.0pp |
| Employer contribution / active EE | $0 | $3,304-100.0% | $2,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,931 | $4,691-58.8% | $3,900-50.5% | $5,851-67.0% |
| Admin fee / account holder | $16,035 | $6,244+156.8% | $4,914+226.3% | $11,601+38.2% |