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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 | $93,662 | $165,361-43.4% | $149,715-37.4% | $158,950-41.1% |
| Participation rate | 54.5% | 84.6%-30.0pp | 82.5%-27.9pp | 82.0%-27.4pp |
| Annual return | 12.50% | 348.24%-335.7pp | 276.66%-264.2pp | 302.91%-290.4pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,284 | $7,182-54.3% | $6,842-52.0% | $5,983-45.1% |
| Admin fee / account holder | $6,500 | $10,808-39.9% | $9,310-30.2% | $11,248-42.2% |