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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 | $125,184-19.3% | $105,607-4.3% | $145,884-30.7% |
| Participation rate | 40.0% | 77.6%-37.6pp | 75.3%-35.3pp | 80.3%-40.3pp |
| Annual return | 12.73% | 225.00%-212.3pp | 116.11%-103.4pp | 551.85%-539.1pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,929 | $5,714-31.2% | $5,011-21.6% | $6,690-41.3% |
| Admin fee / account holder | $7,189 | $17,133-58.0% | $10,958-34.4% | $13,392-46.3% |