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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 | $166,242-86.0% | $165,071-85.9% | $145,884-84.0% |
| Participation rate | 52.2% | 82.0%-29.8pp | 78.6%-26.4pp | 80.3%-28.1pp |
| Annual return | 13.91% | 100.44%-86.5pp | 70.17%-56.3pp | 551.85%-537.9pp |
| Employer contribution / active EE | $0 | $5,283-100.0% | $4,347-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,321 | $6,964-66.7% | $6,035-61.5% | $6,690-65.3% |
| Admin fee / account holder | $16,457 | $16,658-1.2% | $12,695+29.6% | $13,392+22.9% |