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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 | $66,748 | $95,580-30.2% | $76,872-13.2% | $139,466-52.1% |
| Participation rate | 47.1% | 74.0%-26.9pp | 69.6%-22.5pp | 80.3%-33.3pp |
| Annual return | 23.10% | 55.00%-31.9pp | 37.90%-14.8pp | 373.66%-350.6pp |
| Employer contribution / active EE | $0 | $3,145-100.0% | $2,533-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,070 | $4,623-76.9% | $3,832-72.1% | $6,712-84.1% |
| Admin fee / account holder | $2,995 | $8,302-63.9% | $5,476-45.3% | $11,409-73.7% |