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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 | $73,699 | $98,766-25.4% | $149,730-50.8% | $79,852-7.7% |
| Participation rate | 58.2% | 75.8%-17.6pp | 82.5%-24.3pp | 69.6%-11.5pp |
| Annual return | 25.01% | 27.43%-2.4pp | 276.70%-251.7pp | 31.72%-6.7pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $8,909 | $5,681+56.8% | $6,843+30.2% | $3,740+138.2% |
| Admin fee / account holder | $2,925 | $6,052-51.7% | $9,310-68.6% | $5,306-44.9% |