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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 | $64,971 | $95,415-31.9% | $185,851-65.0% | $85,851-24.3% |
| Participation rate | 40.5% | 68.8%-28.2pp | 81.7%-41.2pp | 69.3%-28.8pp |
| Annual return | 15.04% | 23.59%-8.5pp | 122.11%-107.1pp | 318.63%-303.6pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,168-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,666 | $3,424+7.1% | $5,569-34.2% | $3,952-7.2% |
| Admin fee / account holder | $4,516 | $7,215-37.4% | $16,245-72.2% | $6,261-27.9% |