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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 | $92,422 | $103,393-10.6% | $87,103+6.1% | $152,909-39.6% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.9%-26.9pp | 82.5%-32.5pp |
| Annual return | 20.45% | 28.10%-7.7pp | 28.19%-7.7pp | 345.46%-325.0pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,615 | $4,778-66.2% | $4,049-60.1% | $5,851-72.4% |
| Admin fee / account holder | $1,469 | $12,195-88.0% | $7,491-80.4% | $11,601-87.3% |