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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 | $81,992 | $165,381-50.4% | $149,730-45.2% | $158,966-48.4% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 11.02% | 348.29%-337.3pp | 276.70%-265.7pp | 302.95%-291.9pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $12,667 | $7,182+76.4% | $6,843+85.1% | $5,983+111.7% |
| Admin fee / account holder | $26,094 | $10,809+141.4% | $9,310+180.3% | $11,250+131.9% |