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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 | $122,731 | $124,346-1.3% | $111,306+10.3% | $167,553-26.8% |
| Participation rate | 30.0% | 79.6%-49.6pp | 77.3%-47.3pp | 82.1%-52.1pp |
| Annual return | 31.62% | 37.46%-5.8pp | 54.67%-23.1pp | 478.89%-447.3pp |
| Employer contribution / active EE | $842 | $3,438-75.5% | $2,732-69.2% | $4,840-82.6% |
| Participant deferral / active EE | $0 | $5,182-100.0% | $4,488-100.0% | $6,343-100.0% |
| Admin fee / account holder | $42,889 | $10,623+303.7% | $7,966+438.4% | $12,316+248.2% |