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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 | $82,939 | $176,120-52.9% | $159,487-48.0% | $167,553-50.5% |
| Participation rate | 60.0% | 85.0%-25.0pp | 82.8%-22.8pp | 82.1%-22.1pp |
| Annual return | 10.19% | 331.95%-321.8pp | 263.71%-253.5pp | 478.89%-468.7pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $3,675 | $7,752-52.6% | $7,354-50.0% | $6,343-42.1% |
| Admin fee / account holder | $1,480 | $12,561-88.2% | $10,804-86.3% | $12,316-88.0% |