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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 | $60,431 | $105,856-42.9% | $90,161-33.0% | $147,586-59.1% |
| Participation rate | 41.2% | 79.7%-38.6pp | 76.9%-35.7pp | 82.8%-41.7pp |
| Annual return | 19.53% | 37.63%-18.1pp | 34.89%-15.4pp | 578.59%-559.1pp |
| Employer contribution / active EE | $0 | $4,126-100.0% | $3,318-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,228 | $5,733-43.7% | $5,287-38.9% | $5,439-40.6% |
| Admin fee / account holder | $668 | $8,046-91.7% | $5,943-88.8% | $10,886-93.9% |