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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 | $92,737 | $175,257-47.1% | $149,717-38.1% | $139,456-33.5% |
| Participation rate | 54.2% | 83.4%-29.2pp | 78.8%-24.6pp | 80.3%-26.2pp |
| Annual return | 15.73% | 166.70%-151.0pp | 134.41%-118.7pp | 373.45%-357.7pp |
| Employer contribution / active EE | $0 | $5,477-100.0% | $4,820-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $2,740 | $6,521-58.0% | $5,682-51.8% | $6,711-59.2% |
| Admin fee / account holder | $11,582 | $16,156-28.3% | $13,213-12.3% | $11,407+1.5% |