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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 | $131,075 | $225,673-41.9% | $203,872-35.7% | $155,188-15.5% |
| Participation rate | 66.7% | 80.3%-13.6pp | 77.8%-11.1pp | 80.8%-14.1pp |
| Annual return | 14.44% | 95.91%-81.5pp | 85.11%-70.7pp | 148.84%-134.4pp |
| Employer contribution / active EE | $0 | $4,099-100.0% | $3,757-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,953 | $6,893-71.7% | $6,388-69.4% | $6,531-70.1% |
| Admin fee / account holder | $2,007 | $12,327-83.7% | $11,730-82.9% | $14,480-86.1% |