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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 | $70,815 | $98,776-28.3% | $149,745-52.7% | $79,856-11.3% |
| Participation rate | 65.3% | 75.8%-10.5pp | 82.5%-17.2pp | 69.6%-4.3pp |
| Annual return | 16.91% | 27.38%-10.5pp | 276.72%-259.8pp | 31.71%-14.8pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,507 | $5,681-38.3% | $6,843-48.8% | $3,741-6.3% |
| Admin fee / account holder | $530 | $6,053-91.2% | $9,312-94.3% | $5,306-90.0% |