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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 | $76,326 | $118,708-35.7% | $98,920-22.8% | $158,966-52.0% |
| Participation rate | 68.4% | 77.8%-9.4pp | 76.0%-7.6pp | 82.0%-13.5pp |
| Annual return | 11.58% | 372.49%-360.9pp | 196.47%-184.9pp | 302.95%-291.4pp |
| Employer contribution / active EE | $0 | $3,334-100.0% | $2,689-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,509 | $5,089-70.3% | $4,245-64.4% | $5,983-74.8% |
| Admin fee / account holder | $11,626 | $10,134+14.7% | $6,643+75.0% | $11,250+3.3% |