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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 | $55,074 | $90,397-39.1% | $76,002-27.5% | $145,959-62.3% |
| Participation rate | 65.2% | 74.5%-9.3pp | 69.1%-3.9pp | 80.3%-15.1pp |
| Annual return | 14.70% | 621.97%-607.3pp | 360.07%-345.4pp | 561.95%-547.3pp |
| Employer contribution / active EE | $0 | $3,317-100.0% | $2,688-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $4,113 | $5,163-20.3% | $4,257-3.4% | $6,689-38.5% |
| Admin fee / account holder | $14,917 | $8,369+78.2% | $6,414+132.6% | $13,398+11.3% |