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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 | $68,537 | $176,120-61.1% | $159,487-57.0% | $167,553-59.1% |
| Participation rate | 50.0% | 85.0%-35.0pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 10.44% | 331.95%-321.5pp | 263.71%-253.3pp | 478.89%-468.5pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $4,713 | $7,752-39.2% | $7,354-35.9% | $6,343-25.7% |
| Admin fee / account holder | $16,543 | $12,561+31.7% | $10,804+53.1% | $12,316+34.3% |