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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 | $125,237-9.8% | $105,608+6.9% | $145,877-22.6% |
| Participation rate | 28.6% | 77.7%-49.1pp | 75.3%-46.7pp | 80.3%-51.7pp |
| Annual return | 10.61% | 225.76%-215.2pp | 116.50%-105.9pp | 551.28%-540.7pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,243 | $5,711-43.2% | $5,010-35.3% | $6,691-51.5% |
| Admin fee / account holder | $1,191 | $17,287-93.1% | $11,028-89.2% | $13,402-91.1% |