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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 | $107,300 | $160,040-33.0% | $147,096-27.1% | $145,877-26.4% |
| Participation rate | 47.6% | 84.0%-36.4pp | 82.2%-34.6pp | 80.3%-32.7pp |
| Annual return | 12.42% | 98.49%-86.1pp | 419.75%-407.3pp | 551.28%-538.9pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,326 | $8,429-25.0% | $8,071-21.6% | $6,691-5.5% |
| Admin fee / account holder | $1,365 | $15,050-90.9% | $13,005-89.5% | $13,402-89.8% |