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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 | $74,676 | $202,440-63.1% | $169,390-55.9% | $139,466-46.5% |
| Participation rate | 38.9% | 81.1%-42.2pp | 77.2%-38.3pp | 80.3%-41.4pp |
| Annual return | 12.70% | 532.36%-519.7pp | 406.07%-393.4pp | 373.66%-361.0pp |
| Employer contribution / active EE | $0 | $4,693-100.0% | $4,013-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $5,843 | $6,940-15.8% | $6,222-6.1% | $6,712-13.0% |
| Admin fee / account holder | $18,861 | $10,722+75.9% | $9,015+109.2% | $11,409+65.3% |