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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 | $81,520 | $208,088-60.8% | $186,193-56.2% | $154,746-47.3% |
| Participation rate | 50.0% | 80.0%-30.0pp | 77.1%-27.1pp | 80.7%-30.7pp |
| Annual return | 10.76% | 89.97%-79.2pp | 78.03%-67.3pp | 172.34%-161.6pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,295 | $7,078-67.6% | $6,513-64.8% | $6,730-65.9% |
| Admin fee / account holder | $4,797 | $11,698-59.0% | $11,058-56.6% | $14,365-66.6% |