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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 | $129,267 | $118,680+8.9% | $98,910+30.7% | $158,931-18.7% |
| Participation rate | 47.4% | 77.8%-30.5pp | 76.0%-28.7pp | 82.0%-34.6pp |
| Annual return | 12.93% | 372.35%-359.4pp | 196.44%-183.5pp | 302.86%-289.9pp |
| Employer contribution / active EE | $0 | $3,333-100.0% | $2,689-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,236 | $5,088-56.0% | $4,244-47.3% | $5,982-62.6% |
| Admin fee / account holder | $3,799 | $10,131-62.5% | $6,642-42.8% | $11,247-66.2% |