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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 | $102,393+26.3% | $147,041-12.1% | $80,911+59.8% |
| Participation rate | 34.1% | 75.9%-41.7pp | 82.2%-48.0pp | 67.6%-33.5pp |
| Annual return | 14.45% | 134.95%-120.5pp | 419.21%-404.8pp | 35.63%-21.2pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,855 | $6,647-57.0% | $8,071-64.6% | $4,297-33.6% |
| Admin fee / account holder | $3,033 | $7,943-61.8% | $13,006-76.7% | $6,935-56.3% |