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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 | $64,767 | $102,422-36.8% | $147,117-56.0% | $80,959-20.0% |
| Participation rate | 50.0% | 75.9%-25.9pp | 82.2%-32.2pp | 67.7%-17.7pp |
| Annual return | 16.31% | 135.16%-118.8pp | 420.54%-404.2pp | 35.67%-19.4pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $7,617 | $6,652+14.5% | $8,065-5.6% | $4,300+77.1% |
| Admin fee / account holder | $4,772 | $7,953-40.0% | $12,993-63.3% | $6,925-31.1% |