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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 | $75,162 | $183,592-59.1% | $155,574-51.7% | $145,877-48.5% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 17.48% | 61.37%-43.9pp | 64.87%-47.4pp | 551.28%-533.8pp |
| Employer contribution / active EE | $0 | $5,317-100.0% | $4,676-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $15,226 | $6,466+135.5% | $5,629+170.5% | $6,691+127.6% |
| Admin fee / account holder | $8,919 | $19,316-53.8% | $15,914-44.0% | $13,402-33.4% |