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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 | $64,715 | $157,304-58.9% | $141,197-54.2% | $152,909-57.7% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 18.80% | 64.34%-45.5pp | 71.41%-52.6pp | 345.46%-326.7pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,780 | $7,111-60.9% | $6,710-58.6% | $5,851-52.5% |
| Admin fee / account holder | $4,697 | $12,126-61.3% | $10,265-54.2% | $11,601-59.5% |