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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 | $59,995 | $88,672-32.3% | $105,223-43.0% | $82,448-27.2% |
| Participation rate | 67.9% | 67.9%-0.1pp | 75.0%-7.2pp | 68.1%-0.2pp |
| Annual return | 16.28% | 30.86%-14.6pp | 180.65%-164.4pp | 41.64%-25.4pp |
| Employer contribution / active EE | $2,163 | $3,048-29.0% | $3,689-41.4% | $2,551-15.2% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $2,459 | $7,146-65.6% | $8,859-72.2% | $7,234-66.0% |