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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 | $60,815 | $104,953-42.1% | $84,637-28.1% | $152,909-60.2% |
| Participation rate | 61.5% | 74.8%-13.3pp | 68.2%-6.7pp | 82.5%-20.9pp |
| Annual return | 20.87% | 373.94%-353.1pp | 258.82%-238.0pp | 345.46%-324.6pp |
| Employer contribution / active EE | $0 | $3,304-100.0% | $2,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,671 | $4,691-21.7% | $3,900-5.9% | $5,851-37.3% |
| Admin fee / account holder | $2,882 | $6,244-53.9% | $4,914-41.4% | $11,601-75.2% |