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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 | $99,976 | $102,422-2.4% | $147,117-32.0% | $80,959+23.5% |
| Participation rate | 64.3% | 75.9%-11.6pp | 82.2%-17.9pp | 67.7%-3.4pp |
| Annual return | 23.70% | 135.16%-111.5pp | 420.54%-396.8pp | 35.67%-12.0pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,321 | $6,652-20.0% | $8,065-34.0% | $4,300+23.7% |
| Admin fee / account holder | $7,797 | $7,953-2.0% | $12,993-40.0% | $6,925+12.6% |