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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 | $23,324 | $166,089-86.0% | $164,928-85.9% | $145,978-84.0% |
| Participation rate | 52.2% | 82.0%-29.8pp | 78.6%-26.4pp | 80.3%-28.1pp |
| Annual return | 13.91% | 100.26%-86.3pp | 70.08%-56.2pp | 550.52%-536.6pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,321 | $6,961-66.7% | $6,034-61.5% | $6,690-65.3% |
| Admin fee / account holder | $16,457 | $16,641-1.1% | $12,684+29.7% | $13,400+22.8% |