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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 | $91,005 | $105,198-13.5% | $159,455-42.9% | $85,856+6.0% |
| Participation rate | 37.5% | 75.8%-38.3pp | 82.8%-45.3pp | 69.3%-31.8pp |
| Annual return | 15.76% | 45.08%-29.3pp | 263.63%-247.9pp | 318.58%-302.8pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,830-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,716 | $5,946-37.5% | $7,353-49.5% | $3,952-6.0% |
| Admin fee / account holder | $10,820 | $6,934+56.0% | $10,800+0.2% | $6,261+72.8% |