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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 | $117,859-16.9% | $102,438-4.4% | $145,959-32.9% |
| Participation rate | 47.1% | 78.6%-31.5pp | 76.5%-29.4pp | 80.3%-33.2pp |
| Annual return | 15.80% | 31.72%-15.9pp | 29.37%-13.6pp | 561.95%-546.2pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,024-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $13,778 | $5,732+140.4% | $5,054+172.6% | $6,689+106.0% |
| Admin fee / account holder | $59,584 | $13,318+347.4% | $9,448+530.7% | $13,398+344.7% |