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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 | $113,341 | $111,878+1.3% | $93,727+20.9% | $145,897-22.3% |
| Participation rate | 53.8% | 74.2%-20.4pp | 68.7%-14.9pp | 80.3%-26.5pp |
| Annual return | 13.70% | 204.28%-190.6pp | 133.83%-120.1pp | 552.29%-538.6pp |
| Employer contribution / active EE | $0 | $3,092-100.0% | $2,421-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,366 | $4,920-72.2% | $4,417-69.1% | $6,689-79.6% |
| Admin fee / account holder | $3,581 | $10,256-65.1% | $8,292-56.8% | $13,390-73.3% |