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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 | $85,731 | $113,338-24.4% | $94,993-9.8% | $147,585-41.9% |
| Participation rate | 50.0% | 78.0%-28.0pp | 73.9%-23.9pp | 82.8%-32.8pp |
| Annual return | 9.45% | 20.80%-11.3pp | 27.14%-17.7pp | 578.58%-569.1pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,603-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $7,757 | $3,777+105.4% | $3,317+133.8% | $5,439+42.6% |
| Admin fee / account holder | $83,732 | $6,063+1281.1% | $4,960+1588.0% | $10,886+669.2% |