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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 | $70,186 | $81,664-14.1% | $70,476-0.4% | $158,966-55.8% |
| Participation rate | 68.2% | 77.7%-9.5pp | 75.1%-6.9pp | 82.0%-13.8pp |
| Annual return | 11.02% | 208.59%-197.6pp | 109.12%-98.1pp | 302.95%-291.9pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,738-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,490 | $4,556-45.3% | $3,710-32.9% | $5,983-58.4% |
| Admin fee / account holder | $3,381 | $6,197-45.4% | $3,847-12.1% | $11,250-69.9% |