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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 | $68,429 | $152,612-55.2% | $125,192-45.3% | $152,897-55.2% |
| Participation rate | 66.7% | 83.3%-16.7pp | 79.8%-13.1pp | 82.5%-15.8pp |
| Annual return | 22.12% | 54.85%-32.7pp | 43.79%-21.7pp | 345.43%-323.3pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $6,060 | $5,868+3.3% | $4,937+22.7% | $5,851+3.6% |
| Admin fee / account holder | $751 | $13,437-94.4% | $9,704-92.3% | $11,599-93.5% |