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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 | $92,823 | $157,276-41.0% | $141,177-34.3% | $152,885-39.3% |
| Participation rate | 40.0% | 84.8%-44.8pp | 82.5%-42.5pp | 82.5%-42.5pp |
| Annual return | 17.14% | 64.33%-47.2pp | 71.40%-54.3pp | 345.39%-328.2pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $5,615 | $7,110-21.0% | $6,710-16.3% | $5,851-4.0% |
| Admin fee / account holder | $8,038 | $12,123-33.7% | $10,263-21.7% | $11,598-30.7% |