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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 | $59,169 | $176,120-66.4% | $159,487-62.9% | $167,553-64.7% |
| Participation rate | 31.8% | 85.0%-53.1pp | 82.8%-51.0pp | 82.1%-50.3pp |
| Annual return | 15.18% | 331.95%-316.8pp | 263.71%-248.5pp | 478.89%-463.7pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $4,445 | $7,752-42.7% | $7,354-39.5% | $6,343-29.9% |
| Admin fee / account holder | $5,474 | $12,561-56.4% | $10,804-49.3% | $12,316-55.6% |