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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 | $129,281 | $103,008+25.5% | $90,304+43.2% | $152,897-15.4% |
| Participation rate | 63.6% | 75.9%-12.2pp | 73.3%-9.6pp | 82.5%-18.8pp |
| Annual return | 23.92% | 95.22%-71.3pp | 78.13%-54.2pp | 345.43%-321.5pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,855-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,894 | $4,281-32.4% | $3,885-25.5% | $5,851-50.5% |
| Admin fee / account holder | $507 | $6,175-91.8% | $5,354-90.5% | $11,599-95.6% |