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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 | $69,229 | $96,524-28.3% | $75,900-8.8% | $152,909-54.7% |
| Participation rate | 27.8% | 76.2%-48.4pp | 69.3%-41.5pp | 82.5%-54.7pp |
| Annual return | 22.92% | 33.93%-11.0pp | 30.73%-7.8pp | 345.46%-322.5pp |
| Employer contribution / active EE | $0 | $3,311-100.0% | $2,501-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,724 | $4,554-18.2% | $3,604+3.4% | $5,851-36.3% |
| Admin fee / account holder | $7,593 | $8,082-6.1% | $5,421+40.1% | $11,601-34.6% |