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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 | $57,766 | $95,415-39.5% | $185,851-68.9% | $85,851-32.7% |
| Participation rate | 64.3% | 68.8%-4.5pp | 81.7%-17.4pp | 69.3%-5.0pp |
| Annual return | 20.86% | 23.59%-2.7pp | 122.11%-101.3pp | 318.63%-297.8pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,168-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $7,517 | $3,424+119.5% | $5,569+35.0% | $3,952+90.2% |
| Admin fee / account holder | $933 | $7,215-87.1% | $16,245-94.3% | $6,261-85.1% |