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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 | $62,990 | $175,259-64.1% | $149,723-57.9% | $139,487-54.8% |
| Participation rate | 69.6% | 83.4%-13.8pp | 78.8%-9.2pp | 80.3%-10.8pp |
| Annual return | 23.03% | 166.82%-143.8pp | 134.50%-111.5pp | 373.84%-350.8pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $22,474 | $6,522+244.6% | $5,682+295.5% | $6,713+234.8% |
| Admin fee / account holder | $3,436 | $16,158-78.7% | $13,215-74.0% | $11,407-69.9% |