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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 | $71,441 | $106,524-32.9% | $152,301-53.1% | $87,485-18.3% |
| Participation rate | 66.7% | 75.8%-9.1pp | 82.4%-15.8pp | 68.9%-2.3pp |
| Annual return | 14.88% | 26.89%-12.0pp | 80.50%-65.6pp | 26.06%-11.2pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,215 | $6,525+10.6% | $8,004-9.9% | $4,274+68.8% |
| Admin fee / account holder | $1,494 | $8,287-82.0% | $14,398-89.6% | $7,775-80.8% |