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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 | $97,973 | $117,895-16.9% | $102,460-4.4% | $145,897-32.8% |
| Participation rate | 47.1% | 78.6%-31.6pp | 76.5%-29.5pp | 80.3%-33.2pp |
| Annual return | 15.80% | 31.92%-16.1pp | 29.47%-13.7pp | 552.29%-536.5pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $13,778 | $5,736+140.2% | $5,056+172.5% | $6,689+106.0% |
| Admin fee / account holder | $59,584 | $13,353+346.2% | $9,460+529.9% | $13,390+345.0% |