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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 | $91,995 | $102,595-10.3% | $94,057-2.2% | $154,746-40.6% |
| Participation rate | 27.3% | 76.0%-48.7pp | 73.3%-46.1pp | 80.7%-53.4pp |
| Annual return | 16.34% | 583.42%-567.1pp | 480.62%-464.3pp | 172.34%-156.0pp |
| Employer contribution / active EE | $625 | $3,147-80.1% | $2,933-78.7% | $4,379-85.7% |
| Participant deferral / active EE | $3,219 | $5,118-37.1% | $4,709-31.6% | $6,730-52.2% |
| Admin fee / account holder | $13,884 | $7,736+79.5% | $7,244+91.7% | $14,365-3.3% |