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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 | $71,523 | $183,627-61.0% | $155,602-54.0% | $145,978-51.0% |
| Participation rate | 38.9% | 82.7%-43.8pp | 78.2%-39.3pp | 80.3%-41.4pp |
| Annual return | 9.82% | 61.32%-51.5pp | 64.81%-55.0pp | 550.52%-540.7pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,422 | $6,466-47.1% | $5,629-39.2% | $6,690-48.9% |
| Admin fee / account holder | $1,770 | $19,327-90.8% | $15,923-88.9% | $13,400-86.8% |