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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 | $99,993 | $107,353-6.9% | $92,903+7.6% | $152,885-34.6% |
| Participation rate | 42.9% | 79.8%-36.9pp | 76.0%-33.1pp | 82.5%-39.6pp |
| Annual return | 21.05% | 145.62%-124.6pp | 109.43%-88.4pp | 345.39%-324.3pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,510 | $4,848-68.9% | $4,238-64.4% | $5,851-74.2% |
| Admin fee / account holder | $22,033 | $7,081+211.2% | $5,795+280.2% | $11,598+90.0% |