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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 | $40,615 | $69,252-41.4% | $64,099-36.6% | $139,456-70.9% |
| Participation rate | 66.7% | 75.6%-8.9pp | 72.3%-5.6pp | 80.3%-13.7pp |
| Annual return | 16.70% | 45.89%-29.2pp | 33.70%-17.0pp | 373.45%-356.7pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $2,748-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $5,998 | $4,683+28.1% | $3,881+54.5% | $6,711-10.6% |
| Admin fee / account holder | $1,664 | $4,248-60.8% | $3,070-45.8% | $11,407-85.4% |