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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 | $112,327 | $103,000+9.1% | $90,300+24.4% | $152,885-26.5% |
| Participation rate | 28.6% | 75.9%-47.3pp | 73.3%-44.7pp | 82.5%-53.9pp |
| Annual return | 17.61% | 95.19%-77.6pp | 78.11%-60.5pp | 345.39%-327.8pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $2,854-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,681 | $4,281-37.4% | $3,884-31.0% | $5,851-54.2% |
| Admin fee / account holder | $50,152 | $6,173+712.4% | $5,353+836.9% | $11,598+332.4% |