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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 | $129,210 | $121,701+6.2% | $104,639+23.5% | $158,982-18.7% |
| Participation rate | 66.7% | 77.5%-10.9pp | 74.1%-7.4pp | 82.0%-15.3pp |
| Annual return | 13.48% | 465.72%-452.2pp | 340.67%-327.2pp | 302.99%-289.5pp |
| Employer contribution / active EE | $0 | $3,165-100.0% | $2,682-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $706 | $4,176-83.1% | $3,738-81.1% | $5,983-88.2% |
| Admin fee / account holder | $72,358 | $7,778+830.3% | $6,465+1019.2% | $11,252+543.1% |