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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 | $117,846-16.9% | $102,434-4.4% | $145,884-32.8% |
| Participation rate | 47.1% | 78.6%-31.6pp | 76.5%-29.4pp | 80.3%-33.2pp |
| Annual return | 15.80% | 31.90%-16.1pp | 29.46%-13.7pp | 551.85%-536.1pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $13,778 | $5,733+140.3% | $5,055+172.6% | $6,690+106.0% |
| Admin fee / account holder | $59,584 | $13,356+346.1% | $9,462+529.7% | $13,392+344.9% |