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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 | $25,992 | $112,935-77.0% | $90,970-71.4% | $158,966-83.6% |
| Participation rate | 60.0% | 74.7%-14.7pp | 69.0%-9.0pp | 82.0%-22.0pp |
| Annual return | 14.66% | 215.79%-201.1pp | 134.58%-119.9pp | 302.95%-288.3pp |
| Employer contribution / active EE | $0 | $2,895-100.0% | $2,122-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $7,192 | $4,129+74.2% | $3,373+113.2% | $5,983+20.2% |
| Admin fee / account holder | $18,385 | $8,045+128.5% | $5,960+208.5% | $11,250+63.4% |