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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 | $143,436 | $102,385+40.1% | $147,080-2.5% | $80,935+77.2% |
| Participation rate | 59.3% | 75.9%-16.6pp | 82.2%-22.9pp | 67.7%-8.4pp |
| Annual return | 12.72% | 135.09%-122.4pp | 420.17%-407.5pp | 35.66%-22.9pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,545 | $6,651-31.7% | $8,066-43.7% | $4,299+5.7% |
| Admin fee / account holder | $3,434 | $7,951-56.8% | $12,989-73.6% | $6,924-50.4% |