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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 | $68,864 | $115,917-40.6% | $100,535-31.5% | $158,982-56.7% |
| Participation rate | 30.0% | 81.6%-51.6pp | 79.4%-49.4pp | 82.0%-52.0pp |
| Annual return | 15.08% | 34.80%-19.7pp | 30.90%-15.8pp | 302.99%-287.9pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,419-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,104 | $6,677-53.5% | $6,271-50.5% | $5,983-48.1% |
| Admin fee / account holder | $16,586 | $11,002+50.8% | $8,085+105.2% | $11,252+47.4% |