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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 | $94,245 | $98,760-4.6% | $149,715-37.1% | $79,858+18.0% |
| Participation rate | 67.1% | 75.8%-8.7pp | 82.5%-15.4pp | 69.6%-2.5pp |
| Annual return | 15.26% | 27.43%-12.2pp | 276.66%-261.4pp | 31.72%-16.5pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,763 | $5,681-16.2% | $6,842-30.4% | $3,740+27.3% |
| Admin fee / account holder | $2,957 | $6,053-51.2% | $9,310-68.2% | $5,306-44.3% |