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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 | $107,988 | $144,130-25.1% | $117,861-8.4% | $147,586-26.8% |
| Participation rate | 62.5% | 83.4%-20.9pp | 79.7%-17.2pp | 82.8%-20.3pp |
| Annual return | 10.68% | 531.20%-520.5pp | 335.11%-324.4pp | 578.59%-567.9pp |
| Employer contribution / active EE | $0 | $4,897-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,691 | $5,316-49.4% | $4,482-40.0% | $5,439-50.5% |
| Admin fee / account holder | $2,087 | $10,887-80.8% | $8,021-74.0% | $10,886-80.8% |