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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 | $142,738 | $102,385+39.4% | $147,080-3.0% | $80,935+76.4% |
| Participation rate | 66.7% | 75.9%-9.2pp | 82.2%-15.5pp | 67.7%-1.0pp |
| Annual return | 12.12% | 135.09%-123.0pp | 420.17%-408.0pp | 35.66%-23.5pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $8,584 | $6,651+29.1% | $8,066+6.4% | $4,299+99.7% |
| Admin fee / account holder | $493 | $7,951-93.8% | $12,989-96.2% | $6,924-92.9% |