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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 | $134,733 | $100,060+34.7% | $149,721-10.0% | $70,126+92.1% |
| Participation rate | 65.7% | 83.6%-17.9pp | 87.1%-21.4pp | 69.5%-3.8pp |
| Annual return | 18.05% | 27.46%-9.4pp | 1501.67%-1483.6pp | 73.15%-55.1pp |
| Employer contribution / active EE | $0 | $3,661-100.0% | $5,444-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $9,376 | $4,982+88.2% | $6,568+42.7% | $3,332+181.4% |
| Admin fee / account holder | $12,598 | $8,285+52.1% | $11,282+11.7% | $4,645+171.2% |