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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 | $98,863 | $102,382-3.4% | $147,005-32.7% | $80,874+22.2% |
| Participation rate | 35.3% | 75.8%-40.6pp | 82.2%-46.9pp | 67.6%-32.4pp |
| Annual return | 13.29% | 134.89%-121.6pp | 418.76%-405.5pp | 35.62%-22.3pp |
| Employer contribution / active EE | $3,198 | $3,715-13.9% | $4,934-35.2% | $2,756+16.1% |
| Participant deferral / active EE | $4,203 | $6,646-36.8% | $8,070-47.9% | $4,297-2.2% |
| Admin fee / account holder | $24,082 | $7,942+203.2% | $13,006+85.2% | $6,935+247.2% |