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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 | $97,316 | $85,171+14.3% | $172,752-43.7% | $72,975+33.4% |
| Participation rate | 22.9% | 70.1%-47.1pp | 82.6%-59.7pp | 69.5%-46.6pp |
| Annual return | 24.39% | 27.32%-2.9pp | 802.97%-778.6pp | 81.01%-56.6pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,424 | $3,260+5.0% | $5,198-34.1% | $3,608-5.1% |
| Admin fee / account holder | $3,122 | $5,880-46.9% | $13,955-77.6% | $5,124-39.1% |