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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 | $167,897 | $108,882+54.2% | $96,754+73.5% | $154,746+8.5% |
| Participation rate | 66.7% | 75.1%-8.4pp | 70.3%-3.6pp | 80.7%-14.0pp |
| Annual return | 9.34% | 98.39%-89.1pp | 82.04%-72.7pp | 172.34%-163.0pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,333 | $5,323-37.4% | $4,758-29.9% | $6,730-50.5% |
| Admin fee / account holder | $1,261 | $10,200-87.6% | $8,905-85.8% | $14,365-91.2% |