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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 | $61,260 | $232,540-73.7% | $185,117-66.9% | $147,586-58.5% |
| Participation rate | 31.6% | 82.4%-50.8pp | 77.3%-45.7pp | 82.8%-51.2pp |
| Annual return | 13.31% | 43.03%-29.7pp | 40.50%-27.2pp | 578.59%-565.3pp |
| Employer contribution / active EE | $0 | $5,195-100.0% | $4,182-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,011 | $5,834-65.5% | $5,045-60.1% | $5,439-63.0% |
| Admin fee / account holder | $17,148 | $10,275+66.9% | $8,159+110.2% | $10,886+57.5% |