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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 | $33,968 | $142,354-76.1% | $125,529-72.9% | $155,188-78.1% |
| Participation rate | 65.2% | 78.1%-12.9pp | 74.7%-9.5pp | 80.8%-15.6pp |
| Annual return | 13.97% | 306.06%-292.1pp | 202.56%-188.6pp | 148.84%-134.9pp |
| Employer contribution / active EE | $0 | $3,501-100.0% | $3,058-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,592 | $5,491-52.8% | $4,813-46.1% | $6,531-60.3% |
| Admin fee / account holder | $108,320 | $19,392+458.6% | $16,298+564.6% | $14,480+648.1% |