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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 | $67,058 | $124,351-46.1% | $109,188-38.6% | $167,553-60.0% |
| Participation rate | 57.1% | 79.4%-22.3pp | 75.9%-18.7pp | 82.1%-25.0pp |
| Annual return | 11.71% | 26.04%-14.3pp | 25.76%-14.0pp | 478.89%-467.2pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,723-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $1,601 | $5,257-69.5% | $4,654-65.6% | $6,343-74.8% |
| Admin fee / account holder | $7,925 | $7,975-0.6% | $6,755+17.3% | $12,316-35.7% |