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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 | $69,991 | $70,684-1.0% | $169,397-58.7% | $75,177-6.9% |
| Participation rate | 37.5% | 64.8%-27.3pp | 77.2%-39.7pp | 67.2%-29.7pp |
| Annual return | 19.67% | 36.38%-16.7pp | 406.23%-386.6pp | 160.75%-141.1pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,667 | $4,310-61.3% | $6,223-73.2% | $4,126-59.6% |
| Admin fee / account holder | $1,508 | $5,404-72.1% | $9,017-83.3% | $5,651-73.3% |