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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 | $103,272 | $125,184-17.5% | $105,607-2.2% | $145,884-29.2% |
| Participation rate | 43.8% | 77.6%-33.9pp | 75.3%-31.5pp | 80.3%-36.6pp |
| Annual return | 8.94% | 225.00%-216.1pp | 116.11%-107.2pp | 551.85%-542.9pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,595 | $5,714-72.1% | $5,011-68.2% | $6,690-76.2% |
| Admin fee / account holder | $5,809 | $17,133-66.1% | $10,958-47.0% | $13,392-56.6% |