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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 | $71,788 | $53,127+35.1% | $86,587-17.1% | $70,131+2.4% |
| Participation rate | 23.1% | 65.3%-42.2pp | 73.5%-50.5pp | 69.5%-46.5pp |
| Annual return | 25.32% | 27.66%-2.3pp | 964.86%-939.5pp | 73.14%-47.8pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,494 | $2,696-44.6% | $3,609-58.6% | $3,332-55.1% |
| Admin fee / account holder | $2,228 | $3,585-37.9% | $4,906-54.6% | $4,645-52.0% |