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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 | $60,932 | $107,941-43.6% | $91,994-33.8% | $152,897-60.1% |
| Participation rate | 61.9% | 81.2%-19.3pp | 78.6%-16.7pp | 82.5%-20.5pp |
| Annual return | 17.57% | 89.28%-71.7pp | 69.04%-51.5pp | 345.43%-327.9pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,453-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,370 | $6,366-47.1% | $5,924-43.1% | $5,851-42.4% |
| Admin fee / account holder | $3,059 | $10,521-70.9% | $7,744-60.5% | $11,599-73.6% |