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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 | $79,228 | $102,938-23.0% | $94,105-15.8% | $138,895-43.0% |
| Participation rate | 50.0% | 74.6%-24.6pp | 71.9%-21.9pp | 79.9%-29.9pp |
| Annual return | 14.35% | 250.28%-235.9pp | 204.55%-190.2pp | 145.39%-131.0pp |
| Employer contribution / active EE | $0 | $2,732-100.0% | $2,504-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,275 | $4,196-45.8% | $3,881-41.4% | $6,396-64.4% |
| Admin fee / account holder | $38,468 | $6,600+482.9% | $6,199+520.5% | $12,562+206.2% |