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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 | $107,995 | $115,810-6.7% | $101,271+6.6% | $158,966-32.1% |
| Participation rate | 28.6% | 79.4%-50.8pp | 75.8%-47.2pp | 82.0%-53.4pp |
| Annual return | 12.04% | 56.15%-44.1pp | 46.48%-34.4pp | 302.95%-290.9pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,494 | $4,958+10.8% | $4,371+25.7% | $5,983-8.2% |
| Admin fee / account holder | $23,959 | $7,248+230.6% | $5,948+302.8% | $11,250+113.0% |