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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 | $54,912 | $196,972-72.1% | $182,262-69.9% | $198,609-72.4% |
| Participation rate | 60.0% | 85.7%-25.7pp | 84.2%-24.2pp | 82.4%-22.4pp |
| Annual return | 10.93% | 158.27%-147.3pp | 140.60%-129.7pp | 202.70%-191.8pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $6,595 | $8,643-23.7% | $8,276-20.3% | $6,977-5.5% |
| Admin fee / account holder | $3,547 | $18,429-80.8% | $16,712-78.8% | $19,030-81.4% |