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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 | $37,593 | $68,394-45.0% | $94,672-60.3% | $75,177-50.0% |
| Participation rate | 62.9% | 76.1%-13.2pp | 80.8%-18.0pp | 67.2%-4.3pp |
| Annual return | 22.58% | 616.92%-594.3pp | 156.89%-134.3pp | 160.75%-138.2pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,673-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $9,414 | $6,536+44.0% | $7,417+26.9% | $4,126+128.1% |
| Admin fee / account holder | $5,265 | $5,326-1.1% | $7,222-27.1% | $5,651-6.8% |