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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 | $24,304 | $107,363-77.4% | $92,909-73.8% | $152,897-84.1% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.5%-15.8pp |
| Annual return | 23.91% | 145.63%-121.7pp | 109.44%-85.5pp | 345.43%-321.5pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,709 | $4,848-44.1% | $4,238-36.1% | $5,851-53.7% |
| Admin fee / account holder | $1,127 | $7,082-84.1% | $5,795-80.5% | $11,599-90.3% |