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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 | $96,200 | $154,193-37.6% | $130,045-26.0% | $139,466-31.0% |
| Participation rate | 30.8% | 82.0%-51.2pp | 78.5%-47.7pp | 80.3%-49.6pp |
| Annual return | 13.86% | 32.51%-18.6pp | -137.30%+151.2pp | 373.66%-359.8pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,321-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $5,820-100.0% | $6,712-100.0% |
| Admin fee / account holder | $881 | $13,989-93.7% | $10,600-91.7% | $11,409-92.3% |