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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 | $89,858 | $118,708-24.3% | $98,920-9.2% | $158,982-43.5% |
| Participation rate | 69.6% | 77.8%-8.3pp | 76.0%-6.5pp | 82.0%-12.4pp |
| Annual return | 8.10% | 372.49%-364.4pp | 196.47%-188.4pp | 302.99%-294.9pp |
| Employer contribution / active EE | $0 | $3,334-100.0% | $2,689-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,324 | $5,089-15.0% | $4,245+1.9% | $5,983-27.7% |
| Admin fee / account holder | $12,955 | $10,134+27.8% | $6,643+95.0% | $11,252+15.1% |