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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 | $84,265 | $63,346+33.0% | $92,240-8.6% | $70,126+20.2% |
| Participation rate | 36.0% | 68.7%-32.7pp | 76.5%-40.5pp | 69.5%-33.5pp |
| Annual return | 12.49% | 530.19%-517.7pp | 176.29%-163.8pp | 73.15%-60.7pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,752 | $2,854+66.5% | $3,897+21.9% | $3,332+42.6% |
| Admin fee / account holder | $3,794 | $3,841-1.2% | $5,194-26.9% | $4,645-18.3% |