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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 | $76,735 | $102,595-25.2% | $94,057-18.4% | $154,746-50.4% |
| Participation rate | 69.2% | 76.0%-6.8pp | 73.3%-4.1pp | 80.7%-11.5pp |
| Annual return | 17.17% | 583.42%-566.2pp | 480.62%-463.5pp | 172.34%-155.2pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,427 | $5,118+6.0% | $4,709+15.2% | $6,730-19.4% |
| Admin fee / account holder | $477 | $7,736-93.8% | $7,244-93.4% | $14,365-96.7% |