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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 | $110,045 | $124,346-11.5% | $111,308-1.1% | $167,536-34.3% |
| Participation rate | 62.5% | 79.6%-17.1pp | 77.3%-14.8pp | 82.1%-19.6pp |
| Annual return | 15.94% | 37.45%-21.5pp | 54.67%-38.7pp | 478.82%-462.9pp |
| Employer contribution / active EE | $0 | $3,437-100.0% | $2,732-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $6,084 | $5,182+17.4% | $4,487+35.6% | $6,342-4.1% |
| Admin fee / account holder | $3,002 | $10,621-71.7% | $7,965-62.3% | $12,315-75.6% |