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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 | $83,802 | $99,079-15.4% | $78,002+7.4% | $273,972-69.4% |
| Participation rate | 54.5% | 78.6%-24.0pp | 75.5%-21.0pp | 83.0%-28.5pp |
| Annual return | 5.71% | 217.93%-212.2pp | 425.99%-420.3pp | 41.46%-35.7pp |
| Employer contribution / active EE | $0 | $3,308-100.0% | $2,470-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,965 | $4,306-7.9% | $3,497+13.4% | $5,287-25.0% |
| Admin fee / account holder | $27,726 | $8,954+209.6% | $5,481+405.9% | $10,133+173.6% |