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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 | $23,155 | $175,231-86.8% | $149,696-84.5% | $139,466-83.4% |
| Participation rate | 45.5% | 83.4%-37.9pp | 78.8%-33.3pp | 80.3%-34.9pp |
| Annual return | 13.42% | 166.77%-153.4pp | 134.46%-121.0pp | 373.66%-360.2pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,343 | $6,521-64.1% | $5,682-58.8% | $6,712-65.1% |
| Admin fee / account holder | $6,108 | $16,155-62.2% | $13,212-53.8% | $11,409-46.5% |