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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 | $76,671 | $149,679-48.8% | $117,039-34.5% | $147,586-48.0% |
| Participation rate | 33.3% | 83.5%-50.2pp | 77.2%-43.9pp | 82.8%-49.5pp |
| Annual return | 13.84% | 19.31%-5.5pp | 18.95%-5.1pp | 578.59%-564.8pp |
| Employer contribution / active EE | $0 | $4,937-100.0% | $3,785-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $4,912-100.0% | $3,929-100.0% | $5,439-100.0% |
| Admin fee / account holder | $711 | $7,856-91.0% | $5,974-88.1% | $10,886-93.5% |