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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 | $86,446 | $125,190-30.9% | $105,624-18.2% | $145,897-40.7% |
| Participation rate | 65.2% | 77.6%-12.4pp | 75.3%-10.1pp | 80.3%-15.1pp |
| Annual return | 17.89% | 225.22%-207.3pp | 116.20%-98.3pp | 552.29%-534.4pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,168-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,022 | $5,716-47.1% | $5,013-39.7% | $6,689-54.8% |
| Admin fee / account holder | $833 | $17,138-95.1% | $10,961-92.4% | $13,390-93.8% |