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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 | $109,065 | $83,337+30.9% | $67,834+60.8% | $273,972-60.2% |
| Participation rate | 33.3% | 76.4%-43.1pp | 68.8%-35.5pp | 83.0%-49.7pp |
| Annual return | 8.71% | 259.45%-250.7pp | 138.47%-129.8pp | 41.46%-32.7pp |
| Employer contribution / active EE | $0 | $3,287-100.0% | $2,403-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,687 | $4,088-58.7% | $3,160-46.6% | $5,287-68.1% |
| Admin fee / account holder | $3,042 | $6,752-54.9% | $4,622-34.2% | $10,133-70.0% |