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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 | $68,148 | $115,903-41.2% | $100,528-32.2% | $158,966-57.1% |
| Participation rate | 66.7% | 81.6%-14.9pp | 79.4%-12.8pp | 82.0%-15.3pp |
| Annual return | 10.93% | 34.80%-23.9pp | 30.90%-20.0pp | 302.95%-292.0pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,419-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,612 | $6,677-45.9% | $6,271-42.4% | $5,983-39.6% |
| Admin fee / account holder | $3,829 | $11,000-65.2% | $8,084-52.6% | $11,250-66.0% |