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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 | $87,045 | $100,203-13.1% | $85,240+2.1% | $145,897-40.3% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 19.39% | 84.28%-64.9pp | 66.75%-47.4pp | 552.29%-532.9pp |
| Employer contribution / active EE | $0 | $3,242-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,683 | $5,299+7.3% | $4,527+25.5% | $6,689-15.0% |
| Admin fee / account holder | $12,735 | $7,265+75.3% | $6,165+106.6% | $13,390-4.9% |