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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 | $80,831 | $72,071+12.2% | $68,368+18.2% | $137,256-41.1% |
| Participation rate | 42.9% | 76.2%-33.4pp | 73.8%-30.9pp | 80.0%-37.1pp |
| Annual return | 14.38% | 353.14%-338.8pp | 292.57%-278.2pp | 220.34%-206.0pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,743 | $4,410-15.1% | $4,123-9.2% | $6,407-41.6% |
| Admin fee / account holder | $1,261 | $5,336-76.4% | $5,150-75.5% | $12,270-89.7% |