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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 | $34,284 | $157,304-78.2% | $141,197-75.7% | $152,909-77.6% |
| Participation rate | 69.2% | 84.8%-15.6pp | 82.5%-13.2pp | 82.5%-13.2pp |
| Annual return | 24.76% | 64.34%-39.6pp | 71.41%-46.6pp | 345.46%-320.7pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $10,198 | $7,111+43.4% | $6,710+52.0% | $5,851+74.3% |
| Admin fee / account holder | $7,569 | $12,126-37.6% | $10,265-26.3% | $11,601-34.8% |