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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 | $99,782 | $112,935-11.6% | $90,970+9.7% | $158,966-37.2% |
| Participation rate | 27.3% | 74.7%-47.5pp | 69.0%-41.7pp | 82.0%-54.7pp |
| Annual return | 14.17% | 215.79%-201.6pp | 134.58%-120.4pp | 302.95%-288.8pp |
| Employer contribution / active EE | $0 | $2,895-100.0% | $2,122-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,584 | $4,129-61.6% | $3,373-53.0% | $5,983-73.5% |
| Admin fee / account holder | $19,972 | $8,045+148.2% | $5,960+235.1% | $11,250+77.5% |