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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 | $45,205 | $81,664-44.6% | $70,476-35.9% | $158,966-71.6% |
| Participation rate | 66.7% | 77.7%-11.1pp | 75.1%-8.4pp | 82.0%-15.3pp |
| Annual return | 6.00% | 208.59%-202.6pp | 109.12%-103.1pp | 302.95%-296.9pp |
| Employer contribution / active EE | $4,571 | $3,219+42.0% | $2,738+66.9% | $4,762-4.0% |
| Participant deferral / active EE | $0 | $4,556-100.0% | $3,710-100.0% | $5,983-100.0% |
| Admin fee / account holder | $25,257 | $6,197+307.5% | $3,847+556.6% | $11,250+124.5% |