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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 | $56,953 | $102,382-44.4% | $147,005-61.3% | $80,874-29.6% |
| Participation rate | 58.1% | 75.8%-17.7pp | 82.2%-24.0pp | 67.6%-9.5pp |
| Annual return | 19.97% | 134.89%-114.9pp | 418.76%-398.8pp | 35.62%-15.6pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $6,673 | $6,646+0.4% | $8,070-17.3% | $4,297+55.3% |
| Admin fee / account holder | $1,326 | $7,942-83.3% | $13,006-89.8% | $6,935-80.9% |