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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 | $96,902 | $102,382-5.4% | $147,005-34.1% | $80,874+19.8% |
| Participation rate | 64.3% | 75.8%-11.6pp | 82.2%-17.9pp | 67.6%-3.4pp |
| Annual return | 12.28% | 134.89%-122.6pp | 418.76%-406.5pp | 35.62%-23.3pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,227 | $6,646-21.4% | $8,070-35.2% | $4,297+21.6% |
| Admin fee / account holder | $1,227 | $7,942-84.5% | $13,006-90.6% | $6,935-82.3% |