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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 | $85,960 | $103,008-16.5% | $90,304-4.8% | $152,897-43.8% |
| Participation rate | 60.0% | 75.9%-15.9pp | 73.3%-13.3pp | 82.5%-22.5pp |
| Annual return | 19.78% | 95.22%-75.4pp | 78.13%-58.4pp | 345.43%-325.7pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,855-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,038 | $4,281-52.4% | $3,885-47.5% | $5,851-65.2% |
| Admin fee / account holder | $5,199 | $6,175-15.8% | $5,354-2.9% | $11,599-55.2% |