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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 | $82,803 | $98,766-16.2% | $149,730-44.7% | $79,852+3.7% |
| Participation rate | 56.7% | 75.8%-19.1pp | 82.5%-25.8pp | 69.6%-13.0pp |
| Annual return | 45.95% | 27.43%+18.5pp | 276.70%-230.8pp | 31.72%+14.2pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,017 | $5,681-46.9% | $6,843-55.9% | $3,740-19.3% |
| Admin fee / account holder | $594 | $6,052-90.2% | $9,310-93.6% | $5,306-88.8% |