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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 | $98,305 | $105,200-6.6% | $159,474-38.4% | $85,847+14.5% |
| Participation rate | 51.9% | 75.8%-23.9pp | 82.8%-31.0pp | 69.3%-17.5pp |
| Annual return | 17.93% | 45.08%-27.1pp | 263.68%-245.8pp | 318.61%-300.7pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $7,662 | $5,946+28.9% | $7,353+4.2% | $3,952+93.9% |
| Admin fee / account holder | $15,700 | $6,934+126.4% | $10,802+45.3% | $6,261+150.8% |