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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 | $33,482 | $157,304-78.7% | $141,197-76.3% | $152,909-78.1% |
| Participation rate | 40.9% | 84.8%-43.9pp | 82.5%-41.6pp | 82.5%-41.5pp |
| Annual return | 22.99% | 64.34%-41.4pp | 71.41%-48.4pp | 345.46%-322.5pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,752 | $7,111-19.1% | $6,710-14.3% | $5,851-1.7% |
| Admin fee / account holder | $16,112 | $12,126+32.9% | $10,265+57.0% | $11,601+38.9% |