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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 | $89,807 | $88,754+1.2% | $81,820+9.8% | $145,877-38.4% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 12.29% | 1031.77%-1019.5pp | 777.93%-765.6pp | 551.28%-539.0pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,101 | $4,648+31.3% | $4,323+41.1% | $6,691-8.8% |
| Admin fee / account holder | $475 | $8,424-94.4% | $7,391-93.6% | $13,402-96.5% |