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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 | $43,880 | $167,533-73.8% | $151,645-71.1% | $134,545-67.4% |
| Participation rate | 62.5% | 88.4%-25.9pp | 87.5%-25.0pp | 81.2%-18.7pp |
| Annual return | 66.71% | 7.81%+58.9pp | 3.34%+63.4pp | 418.37%-351.7pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $5,100 | $8,985-43.2% | $8,363-39.0% | $6,401-20.3% |
| Admin fee / account holder | $1,348 | $13,781-90.2% | $11,614-88.4% | $11,431-88.2% |