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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 | $89,952 | $115,796-22.3% | $101,264-11.2% | $158,950-43.4% |
| Participation rate | 43.8% | 79.4%-35.6pp | 75.8%-32.1pp | 82.0%-38.2pp |
| Annual return | 19.99% | 56.15%-36.2pp | 46.48%-26.5pp | 302.91%-282.9pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,506 | $4,958-29.3% | $4,370-19.8% | $5,983-41.4% |
| Admin fee / account holder | $39,921 | $7,247+450.9% | $5,947+571.3% | $11,248+254.9% |