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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 | $136,485 | $77,449+76.2% | $69,483+96.4% | $152,909-10.7% |
| Participation rate | 62.5% | 78.1%-15.6pp | 74.6%-12.1pp | 82.5%-20.0pp |
| Annual return | 19.75% | 39.09%-19.3pp | 28.99%-9.2pp | 345.46%-325.7pp |
| Employer contribution / active EE | $0 | $3,316-100.0% | $2,780-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $7,346 | $4,415+66.4% | $3,537+107.7% | $5,851+25.5% |
| Admin fee / account holder | $3,540 | $6,210-43.0% | $3,841-7.8% | $11,601-69.5% |