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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 | $32,504 | $102,385-68.3% | $147,080-77.9% | $80,935-59.8% |
| Participation rate | 65.6% | 75.9%-10.2pp | 82.2%-16.6pp | 67.7%-2.0pp |
| Annual return | 203.20% | 135.09%+68.1pp | 420.17%-217.0pp | 35.66%+167.5pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $8,869 | $6,651+33.4% | $8,066+10.0% | $4,299+106.3% |
| Admin fee / account holder | $411 | $7,951-94.8% | $12,989-96.8% | $6,924-94.1% |