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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 | $106,134 | $112,121-5.3% | $95,960+10.6% | $158,966-33.2% |
| Participation rate | 60.0% | 79.0%-19.0pp | 77.1%-17.1pp | 82.0%-22.0pp |
| Annual return | 9.78% | 171.16%-161.4pp | 91.63%-81.9pp | 302.95%-293.2pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,391 | $4,784-29.1% | $4,167-18.6% | $5,983-43.3% |
| Admin fee / account holder | $575 | $10,135-94.3% | $6,797-91.5% | $11,250-94.9% |