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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 | $142,434 | $102,422+39.1% | $147,117-3.2% | $80,959+75.9% |
| Participation rate | 53.7% | 75.9%-22.2pp | 82.2%-28.5pp | 67.7%-14.0pp |
| Annual return | 14.33% | 135.16%-120.8pp | 420.54%-406.2pp | 35.67%-21.3pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,084 | $6,652-23.6% | $8,065-37.0% | $4,300+18.2% |
| Admin fee / account holder | $36,530 | $7,953+359.3% | $12,993+181.2% | $6,925+427.5% |