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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 | $86,129 | $152,612-43.6% | $125,192-31.2% | $152,897-43.7% |
| Participation rate | 25.0% | 83.3%-58.3pp | 79.8%-54.8pp | 82.5%-57.5pp |
| Annual return | 25.03% | 54.85%-29.8pp | 43.79%-18.8pp | 345.43%-320.4pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,432 | $5,868-41.5% | $4,937-30.5% | $5,851-41.4% |
| Admin fee / account holder | $3,536 | $13,437-73.7% | $9,704-63.6% | $11,599-69.5% |