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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 | $109,505 | $107,363+2.0% | $92,909+17.9% | $152,897-28.4% |
| Participation rate | 30.0% | 79.8%-49.8pp | 76.0%-46.0pp | 82.5%-52.5pp |
| Annual return | 22.00% | 145.63%-123.6pp | 109.44%-87.4pp | 345.43%-323.4pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,949 | $4,848+2.1% | $4,238+16.8% | $5,851-15.4% |
| Admin fee / account holder | $1,413 | $7,082-80.0% | $5,795-75.6% | $11,599-87.8% |