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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 | $94,357 | $96,123-1.8% | $77,361+22.0% | $198,609-52.5% |
| Participation rate | 66.7% | 81.1%-14.5pp | 75.0%-8.3pp | 82.4%-15.7pp |
| Annual return | 5.41% | 2054.81%-2049.4pp | 1011.54%-1006.1pp | 202.70%-197.3pp |
| Employer contribution / active EE | $0 | $3,791-100.0% | $2,990-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $1,760 | $4,975-64.6% | $3,911-55.0% | $6,977-74.8% |
| Admin fee / account holder | $10,034 | $9,471+5.9% | $5,894+70.2% | $19,030-47.3% |