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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 | $101,060 | $126,519-20.1% | $106,201-4.8% | $145,959-30.8% |
| Participation rate | 40.0% | 77.7%-37.7pp | 75.3%-35.3pp | 80.3%-40.3pp |
| Annual return | 12.73% | 225.10%-212.4pp | 116.26%-103.5pp | 561.95%-549.2pp |
| Employer contribution / active EE | $0 | $3,726-100.0% | $3,170-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $3,929 | $5,716-31.3% | $5,012-21.6% | $6,689-41.3% |
| Admin fee / account holder | $7,189 | $17,312-58.5% | $11,039-34.9% | $13,398-46.3% |