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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 | $60,968 | $148,629-59.0% | $135,982-55.2% | $139,487-56.3% |
| Participation rate | 53.8% | 83.9%-30.0pp | 81.9%-28.1pp | 80.3%-26.5pp |
| Annual return | 17.20% | 79.33%-62.1pp | 68.32%-51.1pp | 373.84%-356.6pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $5,049 | $8,102-37.7% | $7,760-34.9% | $6,713-24.8% |
| Admin fee / account holder | $6,024 | $12,406-51.4% | $10,767-44.1% | $11,407-47.2% |