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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 | $77,805 | $160,059-51.4% | $140,019-44.4% | $135,380-42.5% |
| Participation rate | 63.2% | 88.5%-25.4pp | 87.5%-24.3pp | 82.6%-19.5pp |
| Annual return | 7.87% | 911.48%-903.6pp | 651.17%-643.3pp | 519.81%-511.9pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,142 | $7,641-32.7% | $6,927-25.8% | $5,609-8.3% |
| Admin fee / account holder | $2,733 | $13,328-79.5% | $10,705-74.5% | $10,828-74.8% |