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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 | $112,924 | $125,190-9.8% | $105,624+6.9% | $145,897-22.6% |
| Participation rate | 28.6% | 77.6%-49.1pp | 75.3%-46.7pp | 80.3%-51.7pp |
| Annual return | 10.61% | 225.22%-214.6pp | 116.20%-105.6pp | 552.29%-541.7pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,168-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,243 | $5,716-43.3% | $5,013-35.3% | $6,689-51.5% |
| Admin fee / account holder | $1,191 | $17,138-93.1% | $10,961-89.1% | $13,390-91.1% |