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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 | $102,429-2.4% | $147,096-32.0% | $80,925+23.5% |
| Participation rate | 64.3% | 75.9%-11.6pp | 82.2%-17.9pp | 67.7%-3.4pp |
| Annual return | 23.70% | 135.02%-111.3pp | 419.75%-396.1pp | 35.65%-12.0pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,321 | $6,649-20.0% | $8,071-34.1% | $4,299+23.8% |
| Admin fee / account holder | $7,797 | $7,957-2.0% | $13,005-40.1% | $6,940+12.3% |