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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 | $71,622 | $86,288-17.0% | $111,306-35.7% | $85,851-16.6% |
| Participation rate | 66.7% | 73.3%-6.7pp | 77.3%-10.7pp | 69.3%-2.7pp |
| Annual return | 14.68% | 19.99%-5.3pp | 54.67%-40.0pp | 318.63%-304.0pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $2,732-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,750 | $3,641-24.5% | $4,488-38.7% | $3,952-30.4% |
| Admin fee / account holder | $7,313 | $8,189-10.7% | $7,966-8.2% | $6,261+16.8% |