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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 | $120,131 | $124,346-3.4% | $111,306+7.9% | $167,553-28.3% |
| Participation rate | 43.5% | 79.6%-36.2pp | 77.3%-33.8pp | 82.1%-38.6pp |
| Annual return | 18.10% | 37.46%-19.4pp | 54.67%-36.6pp | 478.89%-460.8pp |
| Employer contribution / active EE | $0 | $3,438-100.0% | $2,732-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $2,403 | $5,182-53.6% | $4,488-46.5% | $6,343-62.1% |
| Admin fee / account holder | $39,346 | $10,623+270.4% | $7,966+393.9% | $12,316+219.5% |