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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 | $116,386 | $127,790-8.9% | $106,555+9.2% | $167,536-30.5% |
| Participation rate | 60.0% | 78.3%-18.3pp | 76.1%-16.1pp | 82.1%-22.1pp |
| Annual return | 31.31% | 33.88%-2.6pp | 26.80%+4.5pp | 478.82%-447.5pp |
| Employer contribution / active EE | $0 | $3,428-100.0% | $2,819-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,635 | $5,088-67.9% | $4,399-62.8% | $6,342-74.2% |
| Admin fee / account holder | $77,018 | $11,229+585.9% | $7,408+939.7% | $12,315+525.4% |