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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 | $41,204 | $68,398-39.8% | $94,664-56.5% | $75,173-45.2% |
| Participation rate | 66.7% | 76.1%-9.4pp | 80.8%-14.2pp | 67.2%-0.5pp |
| Annual return | 24.39% | 616.72%-592.3pp | 156.84%-132.4pp | 160.72%-136.3pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,673-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $11,532 | $6,537+76.4% | $7,417+55.5% | $4,126+179.5% |
| Admin fee / account holder | $5,009 | $5,324-5.9% | $7,222-30.6% | $5,651-11.4% |