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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 | $88,484 | $162,529-45.6% | $130,788-32.3% | $154,746-42.8% |
| Participation rate | 60.0% | 75.9%-15.9pp | 70.1%-10.1pp | 80.7%-20.7pp |
| Annual return | 12.04% | 510.48%-498.4pp | 386.44%-374.4pp | 172.34%-160.3pp |
| Employer contribution / active EE | $0 | $4,447-100.0% | $3,558-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $7,321 | $4,808+52.2% | $4,137+76.9% | $6,730+8.8% |
| Admin fee / account holder | $22,947 | $7,669+199.2% | $6,673+243.9% | $14,365+59.7% |