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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 | $183,516-61.0% | $155,534-54.0% | $145,884-51.0% |
| Participation rate | 38.9% | 82.7%-43.8pp | 78.2%-39.3pp | 80.3%-41.4pp |
| Annual return | 9.82% | 61.43%-51.6pp | 64.92%-55.1pp | 551.85%-542.0pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,422 | $6,467-47.1% | $5,630-39.2% | $6,690-48.9% |
| Admin fee / account holder | $1,770 | $19,293-90.8% | $15,900-88.9% | $13,392-86.8% |