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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 | $100,721 | $134,817-25.3% | $123,973-18.8% | $155,188-35.1% |
| Participation rate | 62.5% | 79.4%-16.9pp | 76.7%-14.2pp | 80.8%-18.3pp |
| Annual return | 20.93% | 515.49%-494.6pp | 388.13%-367.2pp | 148.84%-127.9pp |
| Employer contribution / active EE | $0 | $4,425-100.0% | $4,126-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,791 | $5,706-68.6% | $5,247-65.9% | $6,531-72.6% |
| Admin fee / account holder | $1,723 | $13,245-87.0% | $11,799-85.4% | $14,480-88.1% |