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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 | $67,302 | $77,157-12.8% | $108,405-37.9% | $85,847-21.6% |
| Participation rate | 57.6% | 74.7%-17.1pp | 80.1%-22.6pp | 69.3%-11.7pp |
| Annual return | 15.00% | 44.55%-29.6pp | 905.55%-890.5pp | 318.61%-303.6pp |
| Employer contribution / active EE | $0 | $2,379-100.0% | $3,559-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,735 | $5,567-32.9% | $6,563-43.1% | $3,952-5.5% |
| Admin fee / account holder | $4,140 | $5,174-20.0% | $7,297-43.3% | $6,261-33.9% |