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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 | $102,382+39.1% | $147,005-3.1% | $80,874+76.1% |
| Participation rate | 53.7% | 75.8%-22.2pp | 82.2%-28.5pp | 67.6%-14.0pp |
| Annual return | 14.33% | 134.89%-120.6pp | 418.76%-404.4pp | 35.62%-21.3pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,084 | $6,646-23.5% | $8,070-37.0% | $4,297+18.3% |
| Admin fee / account holder | $36,530 | $7,942+359.9% | $13,006+180.9% | $6,935+426.7% |