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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 | $102,385-5.4% | $147,080-34.1% | $80,935+19.7% |
| Participation rate | 64.3% | 75.9%-11.6pp | 82.2%-17.9pp | 67.7%-3.4pp |
| Annual return | 12.28% | 135.09%-122.8pp | 420.17%-407.9pp | 35.66%-23.4pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,227 | $6,651-21.4% | $8,066-35.2% | $4,299+21.6% |
| Admin fee / account holder | $1,227 | $7,951-84.6% | $12,989-90.6% | $6,924-82.3% |