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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 | $100,238 | $89,367+12.2% | $141,191-29.0% | $72,975+37.4% |
| Participation rate | 59.3% | 75.1%-15.9pp | 82.5%-23.2pp | 69.5%-10.2pp |
| Annual return | 21.63% | 111.87%-90.2pp | 71.41%-49.8pp | 81.01%-59.4pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $7,083 | $5,419+30.7% | $6,710+5.6% | $3,608+96.3% |
| Admin fee / account holder | $34,658 | $5,957+481.9% | $10,264+237.7% | $5,124+576.4% |