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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 | $102,429-5.4% | $147,096-34.1% | $80,925+19.7% |
| Participation rate | 64.3% | 75.9%-11.6pp | 82.2%-17.9pp | 67.7%-3.4pp |
| Annual return | 12.28% | 135.02%-122.7pp | 419.75%-407.5pp | 35.65%-23.4pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,227 | $6,649-21.4% | $8,071-35.2% | $4,299+21.6% |
| Admin fee / account holder | $1,227 | $7,957-84.6% | $13,005-90.6% | $6,940-82.3% |