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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 | $105,969 | $129,239-18.0% | $93,419+13.4% | $158,966-33.3% |
| Participation rate | 37.5% | 70.9%-33.4pp | 66.8%-29.3pp | 82.0%-44.5pp |
| Annual return | 12.19% | 118.21%-106.0pp | 78.05%-65.9pp | 302.95%-290.8pp |
| Employer contribution / active EE | $0 | $2,711-100.0% | $2,075-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,909 | $3,9090% | $3,126+25.0% | $5,983-34.7% |
| Admin fee / account holder | $2,000 | $7,383-72.9% | $5,230-61.8% | $11,250-82.2% |