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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 | $64,242 | $185,905-65.4% | $170,057-62.2% | $139,487-53.9% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 21.33% | 60.56%-39.2pp | 53.42%-32.1pp | 373.84%-352.5pp |
| Employer contribution / active EE | $0 | $7,597-100.0% | $6,790-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $28,333 | $11,627+143.7% | $10,411+172.2% | $6,713+322.1% |
| Admin fee / account holder | $20,000 | $15,397+29.9% | $12,826+55.9% | $11,407+75.3% |