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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 | $98,570 | $154,159-36.1% | $130,026-24.2% | $139,456-29.3% |
| Participation rate | 46.2% | 82.0%-35.8pp | 78.5%-32.3pp | 80.3%-34.2pp |
| Annual return | 14.12% | 32.50%-18.4pp | -137.26%+151.4pp | 373.45%-359.3pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,321-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $5,887 | $6,710-12.3% | $5,821+1.1% | $6,711-12.3% |
| Admin fee / account holder | $1,963 | $14,001-86.0% | $10,608-81.5% | $11,407-82.8% |