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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 | $139,754 | $102,385+36.5% | $147,080-5.0% | $80,935+72.7% |
| Participation rate | 68.8% | 75.9%-7.1pp | 82.2%-13.4pp | 67.7%+1.1pp |
| Annual return | 11.89% | 135.09%-123.2pp | 420.17%-408.3pp | 35.66%-23.8pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $10,210 | $6,651+53.5% | $8,066+26.6% | $4,299+137.5% |
| Admin fee / account holder | $54,700 | $7,951+587.9% | $12,989+321.1% | $6,924+690.0% |