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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 | $97,099 | $158,852-38.9% | $121,220-19.9% | $135,380-28.3% |
| Participation rate | 66.7% | 79.3%-12.6pp | 71.8%-5.1pp | 82.6%-16.0pp |
| Annual return | -3.43% | -0.64%-2.8pp | 16.94%-20.4pp | 519.81%-523.2pp |
| Employer contribution / active EE | $0 | $5,666-100.0% | $4,023-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $8,167 | $4,006+103.9% | $3,345+144.1% | $5,609+45.6% |
| Admin fee / account holder | $1,025 | $6,515-84.3% | $5,021-79.6% | $10,828-90.5% |