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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 | $107,441 | $81,696+31.5% | $70,494+52.4% | $158,982-32.4% |
| Participation rate | 57.1% | 77.7%-20.6pp | 75.1%-17.9pp | 82.0%-24.8pp |
| Annual return | 26.16% | 208.70%-182.5pp | 109.16%-83.0pp | 302.99%-276.8pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,738-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,840 | $4,558-37.7% | $3,711-23.5% | $5,983-52.5% |
| Admin fee / account holder | $675 | $6,200-89.1% | $3,848-82.5% | $11,252-94.0% |