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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 | $72,274 | $85,766-15.7% | $136,297-47.0% | $70,131+3.1% |
| Participation rate | 66.7% | 74.2%-7.5pp | 81.9%-15.3pp | 69.5%-2.9pp |
| Annual return | 20.17% | 31.45%-11.3pp | 5156.16%-5136.0pp | 73.14%-53.0pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $11,235 | $5,051+122.4% | $6,247+79.8% | $3,332+237.2% |
| Admin fee / account holder | $5,304 | $5,420-2.2% | $9,244-42.6% | $4,645+14.2% |