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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 | $144,151 | $232,540-38.0% | $185,117-22.1% | $147,585-2.3% |
| Participation rate | 33.3% | 82.4%-49.0pp | 77.3%-43.9pp | 82.8%-49.5pp |
| Annual return | 17.81% | 43.03%-25.2pp | 40.50%-22.7pp | 578.58%-560.8pp |
| Employer contribution / active EE | $0 | $5,195-100.0% | $4,182-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,724 | $5,834-70.4% | $5,045-65.8% | $5,439-68.3% |
| Admin fee / account holder | $35,386 | $10,275+244.4% | $8,159+333.7% | $10,886+225.1% |