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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 | $90,076 | $106,008-15.0% | $92,240-2.3% | $147,586-39.0% |
| Participation rate | 60.0% | 80.4%-20.4pp | 76.5%-16.5pp | 82.8%-22.8pp |
| Annual return | 14.66% | 50.05%-35.4pp | 176.29%-161.6pp | 578.59%-563.9pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,262 | $4,478-71.8% | $3,897-67.6% | $5,439-76.8% |
| Admin fee / account holder | $4,957 | $6,333-21.7% | $5,194-4.6% | $10,886-54.5% |