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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 | $79,031 | $99,652-20.7% | $78,778+0.3% | $147,586-46.5% |
| Participation rate | 69.6% | 76.2%-6.7pp | 69.2%+0.4pp | 82.8%-13.3pp |
| Annual return | 15.34% | 47.28%-31.9pp | 35.62%-20.3pp | 578.59%-563.3pp |
| Employer contribution / active EE | $0 | $2,796-100.0% | $1,986-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,038 | $3,664+10.2% | $2,958+36.5% | $5,439-25.8% |
| Admin fee / account holder | $3,550 | $7,155-50.4% | $5,134-30.8% | $10,886-67.4% |