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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 | $90,995 | $112,131-18.8% | $95,964-5.2% | $158,982-42.8% |
| Participation rate | 30.4% | 79.0%-48.6pp | 77.1%-46.6pp | 82.0%-51.5pp |
| Annual return | 7.16% | 171.19%-164.0pp | 91.64%-84.5pp | 302.99%-295.8pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,738 | $4,784-42.8% | $4,167-34.3% | $5,983-54.2% |
| Admin fee / account holder | $5,821 | $10,136-42.6% | $6,797-14.4% | $11,252-48.3% |