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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 | $63,100 | $110,410-42.8% | $102,437-38.4% | $145,897-56.8% |
| Participation rate | 62.5% | 77.9%-15.4pp | 74.5%-12.0pp | 80.3%-17.8pp |
| Annual return | 0.00% | 24.85%-24.9pp | 24.95%-24.9pp | 552.29%-552.3pp |
| Employer contribution / active EE | $2,965 | $4,217-29.7% | $3,871-23.4% | $4,663-36.4% |
| Participant deferral / active EE | $5,389 | $5,622-4.1% | $5,060+6.5% | $6,689-19.4% |
| Admin fee / account holder | $320 | $9,745-96.7% | $8,388-96.2% | $13,390-97.6% |