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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 | $129,317 | $102,422+26.3% | $147,117-12.1% | $80,959+59.7% |
| Participation rate | 34.1% | 75.9%-41.7pp | 82.2%-48.0pp | 67.7%-33.5pp |
| Annual return | 14.45% | 135.16%-120.7pp | 420.54%-406.1pp | 35.67%-21.2pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,855 | $6,652-57.1% | $8,065-64.6% | $4,300-33.6% |
| Admin fee / account holder | $3,033 | $7,953-61.9% | $12,993-76.7% | $6,925-56.2% |