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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 | $39,385 | $58,241-32.4% | $81,780-51.8% | $80,911-51.3% |
| Participation rate | 63.0% | 63.4%-0.5pp | 72.4%-9.4pp | 67.6%-4.7pp |
| Annual return | 18.66% | 41.73%-23.1pp | 776.27%-757.6pp | 35.63%-17.0pp |
| Employer contribution / active EE | $0 | $2,343-100.0% | $2,914-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,095 | $3,283-5.7% | $4,321-28.4% | $4,297-28.0% |
| Admin fee / account holder | $1,771 | $4,973-64.4% | $7,384-76.0% | $6,935-74.5% |