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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 | $84,243 | $152,619-44.8% | $125,195-32.7% | $152,909-44.9% |
| Participation rate | 60.0% | 83.3%-23.3pp | 79.8%-19.8pp | 82.5%-22.5pp |
| Annual return | 13.81% | 54.85%-41.0pp | 43.79%-30.0pp | 345.46%-331.7pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,544 | $5,869-39.6% | $4,937-28.2% | $5,851-39.4% |
| Admin fee / account holder | $15,072 | $13,437+12.2% | $9,704+55.3% | $11,601+29.9% |