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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 | $85,862 | $84,708+1.4% | $75,714+13.4% | $167,536-48.8% |
| Participation rate | 68.4% | 77.8%-9.4pp | 74.8%-6.4pp | 82.1%-13.7pp |
| Annual return | 12.48% | 199.62%-187.1pp | 104.62%-92.1pp | 478.82%-466.3pp |
| Employer contribution / active EE | $3,001 | $3,231-7.1% | $2,744+9.4% | $4,839-38.0% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $3,820-100.0% | $6,342-100.0% |
| Admin fee / account holder | $2,125 | $5,358-60.3% | $3,619-41.3% | $12,315-82.7% |