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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 | $132,139 | $73,546+79.7% | $63,018+109.7% | $147,586-10.5% |
| Participation rate | 28.6% | 77.9%-49.3pp | 74.8%-46.2pp | 82.8%-54.3pp |
| Annual return | 19.44% | 175.56%-156.1pp | 87.62%-68.2pp | 578.59%-559.2pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,761-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,714 | $4,185-11.2% | $3,330+11.6% | $5,439-31.7% |
| Admin fee / account holder | $692 | $5,956-88.4% | $3,601-80.8% | $10,886-93.6% |