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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 | $104,965 | $125,190-16.2% | $105,624-0.6% | $145,897-28.1% |
| Participation rate | 35.0% | 77.6%-42.6pp | 75.3%-40.3pp | 80.3%-45.3pp |
| Annual return | 8.83% | 225.22%-216.4pp | 116.20%-107.4pp | 552.29%-543.5pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,168-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,428 | $5,716-22.5% | $5,013-11.7% | $6,689-33.8% |
| Admin fee / account holder | $57,269 | $17,138+234.2% | $10,961+422.5% | $13,390+327.7% |