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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 | $79,511 | $107,368-25.9% | $92,915-14.4% | $152,909-48.0% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.5%-15.8pp |
| Annual return | 24.81% | 145.64%-120.8pp | 109.45%-84.6pp | 345.46%-320.7pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,790 | $4,848-42.5% | $4,238-34.2% | $5,851-52.3% |
| Admin fee / account holder | $7,395 | $7,082+4.4% | $5,796+27.6% | $11,601-36.3% |