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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 | $72,234 | $106,918-32.4% | $84,021-14.0% | $152,897-52.8% |
| Participation rate | 66.7% | 75.2%-8.6pp | 69.0%-2.4pp | 82.5%-15.8pp |
| Annual return | 10.97% | 105.01%-94.0pp | 71.32%-60.3pp | 345.43%-334.5pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,500 | $4,012+12.2% | $3,239+38.9% | $5,851-23.1% |
| Admin fee / account holder | $171,435 | $8,288+1968.5% | $6,102+2709.7% | $11,599+1378.0% |