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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 | $64,479 | $162,821-60.4% | $133,978-51.9% | $158,982-59.4% |
| Participation rate | 34.8% | 83.2%-48.4pp | 79.8%-45.1pp | 82.0%-47.2pp |
| Annual return | 26.82% | 41.95%-15.1pp | 45.10%-18.3pp | 302.99%-276.2pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,144 | $5,910-29.9% | $5,047-17.9% | $5,983-30.7% |
| Admin fee / account holder | $689 | $11,742-94.1% | $8,930-92.3% | $11,252-93.9% |