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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 | $111,762 | $124,324-10.1% | $111,303+0.4% | $167,497-33.3% |
| Participation rate | 52.9% | 79.6%-26.7pp | 77.3%-24.4pp | 82.1%-29.2pp |
| Annual return | 13.57% | 37.44%-23.9pp | 54.66%-41.1pp | 478.62%-465.0pp |
| Employer contribution / active EE | $0 | $3,436-100.0% | $2,731-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $2,511 | $5,181-51.5% | $4,488-44.0% | $6,341-60.4% |
| Admin fee / account holder | $9,249 | $10,620-12.9% | $7,965+16.1% | $12,310-24.9% |