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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 | $97,137 | $149,741-35.1% | $118,914-18.3% | $158,982-38.9% |
| Participation rate | 11.1% | 82.1%-71.0pp | 75.4%-64.3pp | 82.0%-70.9pp |
| Annual return | 13.95% | 19.94%-6.0pp | 35.89%-21.9pp | 302.99%-289.0pp |
| Employer contribution / active EE | $0 | $4,119-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $5,226-100.0% | $4,266-100.0% | $5,983-100.0% |
| Admin fee / account holder | $837 | $8,607-90.3% | $6,582-87.3% | $11,252-92.6% |