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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 | $117,488 | $53,841+118.2% | $75,731+55.1% | $85,851+36.9% |
| Participation rate | 33.3% | 69.0%-35.7pp | 74.8%-41.5pp | 69.3%-36.0pp |
| Annual return | 41.13% | 24.54%+16.6pp | 104.65%-63.5pp | 318.63%-277.5pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,743-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,344 | $2,895-19.0% | $3,820-38.6% | $3,952-40.7% |
| Admin fee / account holder | $750 | $3,340-77.6% | $3,620-79.3% | $6,261-88.0% |