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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 | $102,422-44.4% | $147,117-61.3% | $80,959-29.7% |
| Participation rate | 58.1% | 75.9%-17.7pp | 82.2%-24.0pp | 67.7%-9.5pp |
| Annual return | 19.97% | 135.16%-115.2pp | 420.54%-400.6pp | 35.67%-15.7pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,673 | $6,652+0.3% | $8,065-17.2% | $4,300+55.2% |
| Admin fee / account holder | $1,326 | $7,953-83.3% | $12,993-89.8% | $6,925-80.8% |