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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 | $61,327 | $100,895-39.2% | $90,430-32.2% | $158,950-61.4% |
| Participation rate | 60.0% | 75.0%-15.0pp | 72.7%-12.7pp | 82.0%-22.0pp |
| Annual return | 8.80% | 1725.54%-1716.7pp | 1293.73%-1284.9pp | 302.91%-294.1pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,525 | $4,347+50.1% | $3,963+64.7% | $5,983+9.1% |
| Admin fee / account holder | $4,259 | $6,505-34.5% | $5,613-24.1% | $11,248-62.1% |