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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 | $93,148 | $165,939-43.9% | $122,354-23.9% | $147,586-36.9% |
| Participation rate | 66.7% | 79.6%-12.9pp | 71.6%-5.0pp | 82.8%-16.2pp |
| Annual return | 12.41% | 34.56%-22.1pp | 30.28%-17.9pp | 578.59%-566.2pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,051-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $7,940 | $4,005+98.2% | $3,287+141.6% | $5,439+46.0% |
| Admin fee / account holder | $1,004 | $7,425-86.5% | $5,479-81.7% | $10,886-90.8% |