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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 | $86,336 | $165,399-47.8% | $149,745-42.3% | $158,982-45.7% |
| Participation rate | 42.9% | 84.6%-41.7pp | 82.5%-39.6pp | 82.0%-39.1pp |
| Annual return | 8.83% | 348.34%-339.5pp | 276.72%-267.9pp | 302.99%-294.2pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $8,495 | $7,183+18.3% | $6,843+24.1% | $5,983+42.0% |
| Admin fee / account holder | $34,700 | $10,811+221.0% | $9,312+272.6% | $11,252+208.4% |