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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 | $87,005 | $118,695-26.7% | $98,916-12.0% | $158,950-45.3% |
| Participation rate | 64.3% | 77.8%-13.5pp | 76.0%-11.7pp | 82.0%-17.7pp |
| Annual return | 5.53% | 372.39%-366.9pp | 196.45%-190.9pp | 302.91%-297.4pp |
| Employer contribution / active EE | $0 | $3,333-100.0% | $2,689-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,662 | $5,088-47.7% | $4,245-37.3% | $5,983-55.5% |
| Admin fee / account holder | $18,598 | $10,132+83.6% | $6,642+180.0% | $11,248+65.3% |