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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 | $136,393 | $149,040-8.5% | $120,225+13.4% | $137,256-0.6% |
| Participation rate | 57.1% | 75.4%-18.3pp | 69.6%-12.4pp | 80.0%-22.8pp |
| Annual return | 16.06% | 605.68%-589.6pp | 439.23%-423.2pp | 220.34%-204.3pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,871 | $4,655+4.7% | $3,999+21.8% | $6,407-24.0% |
| Admin fee / account holder | $10,605 | $6,348+67.1% | $5,696+86.2% | $12,270-13.6% |