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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 | $62,590 | $98,240-36.3% | $82,312-24.0% | $147,586-57.6% |
| Participation rate | 64.7% | 79.7%-15.0pp | 76.9%-12.2pp | 82.8%-18.1pp |
| Annual return | 23.01% | 30.85%-7.8pp | 25.88%-2.9pp | 578.59%-555.6pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,695 | $4,383-15.7% | $3,706-0.3% | $5,439-32.1% |
| Admin fee / account holder | $12,120 | $8,563+41.5% | $5,608+116.1% | $10,886+11.3% |