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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 | $35,205 | $55,457-36.5% | $77,361-54.5% | $94,015-62.6% |
| Participation rate | 68.1% | 69.8%-1.7pp | 75.0%-6.9pp | 70.8%-2.7pp |
| Annual return | 10.62% | 15.57%-4.9pp | 1011.54%-1000.9pp | 17.84%-7.2pp |
| Employer contribution / active EE | $0 | $2,255-100.0% | $2,990-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $3,896 | $3,069+26.9% | $3,911-0.4% | $4,249-8.3% |
| Admin fee / account holder | $3,197 | $4,334-26.2% | $5,894-45.8% | $8,951-64.3% |