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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 | $109,698 | $106,008+3.5% | $92,240+18.9% | $147,586-25.7% |
| Participation rate | 55.6% | 80.4%-24.9pp | 76.5%-20.9pp | 82.8%-27.3pp |
| Annual return | 11.67% | 50.05%-38.4pp | 176.29%-164.6pp | 578.59%-566.9pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,315 | $4,478-70.6% | $3,897-66.3% | $5,439-75.8% |
| Admin fee / account holder | $26,028 | $6,333+311.0% | $5,194+401.1% | $10,886+139.1% |