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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 | $50,658 | $183,539-72.4% | $155,556-67.4% | $145,897-65.3% |
| Participation rate | 45.5% | 82.7%-37.3pp | 78.2%-32.8pp | 80.3%-34.9pp |
| Annual return | 14.23% | 61.31%-47.1pp | 64.84%-50.6pp | 552.29%-538.1pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,880 | $6,467-55.5% | $5,631-48.9% | $6,689-56.9% |
| Admin fee / account holder | $907 | $19,275-95.3% | $15,885-94.3% | $13,390-93.2% |