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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 | $102,382-2.4% | $147,005-32.0% | $80,874+23.6% |
| Participation rate | 64.3% | 75.8%-11.6pp | 82.2%-17.9pp | 67.6%-3.4pp |
| Annual return | 23.70% | 134.89%-111.2pp | 418.76%-395.1pp | 35.62%-11.9pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,321 | $6,646-19.9% | $8,070-34.1% | $4,297+23.8% |
| Admin fee / account holder | $7,797 | $7,942-1.8% | $13,006-40.1% | $6,935+12.4% |