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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 | $61,658 | $183,592-66.4% | $155,574-60.4% | $145,877-57.7% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 13.43% | 61.37%-47.9pp | 64.87%-51.4pp | 551.28%-537.9pp |
| Employer contribution / active EE | $0 | $5,317-100.0% | $4,676-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $14,282 | $6,466+120.9% | $5,629+153.7% | $6,691+113.5% |
| Admin fee / account holder | $44,428 | $19,316+130.0% | $15,914+179.2% | $13,402+231.5% |