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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 | $67,510 | $115,810-41.7% | $101,271-33.3% | $158,966-57.5% |
| Participation rate | 68.2% | 79.4%-11.2pp | 75.8%-7.6pp | 82.0%-13.8pp |
| Annual return | 14.19% | 56.15%-42.0pp | 46.48%-32.3pp | 302.95%-288.8pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,007 | $4,958-39.4% | $4,371-31.2% | $5,983-49.7% |
| Admin fee / account holder | $1,114 | $7,248-84.6% | $5,948-81.3% | $11,250-90.1% |