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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 | $111,409 | $106,905+4.2% | $84,020+32.6% | $152,885-27.1% |
| Participation rate | 47.6% | 75.2%-27.6pp | 69.0%-21.4pp | 82.5%-34.8pp |
| Annual return | 19.49% | 105.00%-85.5pp | 71.31%-51.8pp | 345.39%-325.9pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,308 | $4,012-17.5% | $3,239+2.1% | $5,851-43.5% |
| Admin fee / account holder | $3,013 | $8,287-63.6% | $6,101-50.6% | $11,598-74.0% |