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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 | $101,427 | $106,008-4.3% | $92,240+10.0% | $147,586-31.3% |
| Participation rate | 41.7% | 80.4%-38.7pp | 76.5%-34.8pp | 82.8%-41.2pp |
| Annual return | 15.31% | 50.05%-34.7pp | 176.29%-161.0pp | 578.59%-563.3pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,063 | $4,478-9.3% | $3,897+4.3% | $5,439-25.3% |
| Admin fee / account holder | $4,018 | $6,333-36.6% | $5,194-22.6% | $10,886-63.1% |