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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 | $47,532 | $102,422-53.6% | $147,117-67.7% | $80,959-41.3% |
| Participation rate | 66.7% | 75.9%-9.2pp | 82.2%-15.5pp | 67.7%-1.0pp |
| Annual return | 24.27% | 135.16%-110.9pp | 420.54%-396.3pp | 35.67%-11.4pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $8,427 | $6,652+26.7% | $8,065+4.5% | $4,300+96.0% |
| Admin fee / account holder | $2,101 | $7,953-73.6% | $12,993-83.8% | $6,925-69.7% |