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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 | $67,625 | $70,684-4.3% | $169,397-60.1% | $75,177-10.0% |
| Participation rate | 30.9% | 64.8%-33.9pp | 77.2%-46.3pp | 67.2%-36.3pp |
| Annual return | 18.27% | 36.38%-18.1pp | 406.23%-388.0pp | 160.75%-142.5pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,582 | $4,310-63.3% | $6,223-74.6% | $4,126-61.7% |
| Admin fee / account holder | $386 | $5,404-92.9% | $9,017-95.7% | $5,651-93.2% |