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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 | $70,521 | $98,766-28.6% | $149,730-52.9% | $79,852-11.7% |
| Participation rate | 64.4% | 75.8%-11.3pp | 82.5%-18.0pp | 69.6%-5.2pp |
| Annual return | 18.44% | 27.43%-9.0pp | 276.70%-258.3pp | 31.72%-13.3pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,526 | $5,681-20.3% | $6,843-33.9% | $3,740+21.0% |
| Admin fee / account holder | $1,758 | $6,052-71.0% | $9,310-81.1% | $5,306-66.9% |