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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 | $63,052 | $157,296-59.9% | $141,191-55.3% | $152,897-58.8% |
| Participation rate | 57.1% | 84.8%-27.7pp | 82.5%-25.3pp | 82.5%-25.3pp |
| Annual return | 20.27% | 64.34%-44.1pp | 71.41%-51.1pp | 345.43%-325.2pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,831 | $7,111-60.2% | $6,710-57.8% | $5,851-51.6% |
| Admin fee / account holder | $17,351 | $12,125+43.1% | $10,264+69.0% | $11,599+49.6% |