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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 | $43,235 | $96,643-55.3% | $86,617-50.1% | $139,456-69.0% |
| Participation rate | 66.7% | 74.4%-7.7pp | 71.7%-5.0pp | 80.3%-13.7pp |
| Annual return | 12.32% | 106.57%-94.3pp | 591.91%-579.6pp | 373.45%-361.1pp |
| Employer contribution / active EE | $0 | $3,264-100.0% | $3,023-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $2,305 | $4,835-52.3% | $4,437-48.1% | $6,711-65.7% |
| Admin fee / account holder | $576 | $6,406-91.0% | $5,613-89.7% | $11,407-95.0% |