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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 | $84,232 | $201,372-58.2% | $184,260-54.3% | $145,884-42.3% |
| Participation rate | 64.3% | 87.5%-23.2pp | 86.8%-22.5pp | 80.3%-16.0pp |
| Annual return | 16.16% | 29.04%-12.9pp | 28.84%-12.7pp | 551.85%-535.7pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,363 | $9,808-55.5% | $9,133-52.2% | $6,690-34.8% |
| Admin fee / account holder | $3,590 | $16,362-78.1% | $13,898-74.2% | $13,392-73.2% |