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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 | $82,032 | $156,616-47.6% | $133,346-38.5% | $198,609-58.7% |
| Participation rate | 20.0% | 77.7%-57.7pp | 72.8%-52.8pp | 82.4%-62.4pp |
| Annual return | 13.84% | 44.25%-30.4pp | 36.85%-23.0pp | 202.70%-188.9pp |
| Employer contribution / active EE | $3,138 | $3,368-6.8% | $2,853+10.0% | $5,055-37.9% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,332-100.0% | $6,977-100.0% |
| Admin fee / account holder | $13,151 | $17,468-24.7% | $14,264-7.8% | $19,030-30.9% |