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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 | $124,074 | $123,750+0.3% | $69,611+78.2% | $145,877-14.9% |
| Participation rate | 42.9% | 69.2%-26.3pp | 66.4%-23.6pp | 80.3%-37.4pp |
| Annual return | 12.79% | 192.03%-179.2pp | 101.14%-88.4pp | 551.28%-538.5pp |
| Employer contribution / active EE | $0 | $2,672-100.0% | $1,709-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,451 | $4,243+28.5% | $2,891+88.6% | $6,691-18.5% |
| Admin fee / account holder | $1,667 | $7,817-78.7% | $4,696-64.5% | $13,402-87.6% |