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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 | $124,346-10.1% | $111,306+0.4% | $167,553-33.3% |
| Participation rate | 52.9% | 79.6%-26.7pp | 77.3%-24.4pp | 82.1%-29.2pp |
| Annual return | 13.57% | 37.46%-23.9pp | 54.67%-41.1pp | 478.89%-465.3pp |
| Employer contribution / active EE | $0 | $3,438-100.0% | $2,732-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $2,511 | $5,182-51.5% | $4,488-44.0% | $6,343-60.4% |
| Admin fee / account holder | $9,249 | $10,623-12.9% | $7,966+16.1% | $12,316-24.9% |