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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 | $63,443 | $118,708-46.6% | $98,920-35.9% | $158,966-60.1% |
| Participation rate | 60.0% | 77.8%-17.8pp | 76.0%-16.0pp | 82.0%-22.0pp |
| Annual return | 10.82% | 372.49%-361.7pp | 196.47%-185.6pp | 302.95%-292.1pp |
| Employer contribution / active EE | $0 | $3,334-100.0% | $2,689-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $14,205 | $5,089+179.1% | $4,245+234.6% | $5,983+137.4% |
| Admin fee / account holder | $13,432 | $10,134+32.6% | $6,643+102.2% | $11,250+19.4% |