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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 | $106,326 | $165,361-35.7% | $149,715-29.0% | $158,950-33.1% |
| Participation rate | 69.2% | 84.6%-15.3pp | 82.5%-13.2pp | 82.0%-12.7pp |
| Annual return | 8.69% | 348.24%-339.5pp | 276.66%-268.0pp | 302.91%-294.2pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,225 | $7,182-55.1% | $6,842-52.9% | $5,983-46.1% |
| Admin fee / account holder | $25,698 | $10,808+137.8% | $9,310+176.0% | $11,248+128.5% |