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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 | $119,553 | $99,652+20.0% | $78,778+51.8% | $147,586-19.0% |
| Participation rate | 26.3% | 76.2%-49.9pp | 69.2%-42.9pp | 82.8%-56.5pp |
| Annual return | 16.83% | 47.28%-30.5pp | 35.62%-18.8pp | 578.59%-561.8pp |
| Employer contribution / active EE | $0 | $2,796-100.0% | $1,986-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,150 | $3,664-14.0% | $2,958+6.5% | $5,439-42.1% |
| Admin fee / account holder | $1,041 | $7,155-85.4% | $5,134-79.7% | $10,886-90.4% |