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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 | $87,519 | $141,004-37.9% | $112,273-22.0% | $139,456-37.2% |
| Participation rate | 64.3% | 79.2%-14.9pp | 72.4%-8.2pp | 80.3%-16.0pp |
| Annual return | 15.59% | 32.75%-17.2pp | 30.23%-14.6pp | 373.45%-357.9pp |
| Employer contribution / active EE | $0 | $4,285-100.0% | $3,431-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $2,738 | $5,878-53.4% | $4,800-43.0% | $6,711-59.2% |
| Admin fee / account holder | $2,948 | $9,959-70.4% | $7,752-62.0% | $11,407-74.2% |