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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 | $60,515 | $99,957-39.5% | $149,715-59.6% | $73,493-17.7% |
| Participation rate | 69.4% | 75.7%-6.3pp | 82.5%-13.0pp | 70.7%-1.2pp |
| Annual return | 21.05% | 53.87%-32.8pp | 276.66%-255.6pp | 28.51%-7.5pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,645-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $9,689 | $6,073+59.6% | $6,842+41.6% | $3,740+159.1% |
| Admin fee / account holder | $1,573 | $551+185.7% | $9,310-83.1% | $513+206.6% |