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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 | $65,654 | $201,344-67.4% | $184,243-64.4% | $145,877-55.0% |
| Participation rate | 61.9% | 87.5%-25.6pp | 86.8%-24.9pp | 80.3%-18.4pp |
| Annual return | 15.94% | 29.01%-13.1pp | 28.82%-12.9pp | 551.28%-535.3pp |
| Employer contribution / active EE | $0 | $7,022-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,373 | $9,807-65.6% | $9,132-63.1% | $6,691-49.6% |
| Admin fee / account holder | $1,925 | $16,382-88.3% | $13,914-86.2% | $13,402-85.6% |