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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 | $74,421 | $102,638-27.5% | $81,982-9.2% | $158,982-53.2% |
| Participation rate | 40.0% | 75.5%-35.5pp | 69.3%-29.3pp | 82.0%-42.0pp |
| Annual return | 14.42% | 61.05%-46.6pp | 41.31%-26.9pp | 302.99%-288.6pp |
| Employer contribution / active EE | $0 | $3,241-100.0% | $2,498-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,034 | $4,649-34.7% | $3,722-18.5% | $5,983-49.3% |
| Admin fee / account holder | $10,476 | $8,237+27.2% | $5,665+84.9% | $11,252-6.9% |