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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 | $70,384 | $85,766-17.9% | $136,298-48.4% | $70,126+0.4% |
| Participation rate | 65.0% | 74.2%-9.2pp | 81.9%-16.9pp | 69.5%-4.5pp |
| Annual return | 20.76% | 31.46%-10.7pp | 5156.27%-5135.5pp | 73.15%-52.4pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $7,745 | $5,051+53.3% | $6,247+24.0% | $3,332+132.5% |
| Admin fee / account holder | $5,931 | $5,421+9.4% | $9,244-35.8% | $4,645+27.7% |