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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 | $85,242 | $142,426-40.2% | $115,167-26.0% | $152,909-44.3% |
| Participation rate | 33.3% | 82.4%-49.0pp | 75.9%-42.6pp | 82.5%-49.1pp |
| Annual return | 19.83% | 41.48%-21.6pp | 35.60%-15.8pp | 345.46%-325.6pp |
| Employer contribution / active EE | $0 | $4,011-100.0% | $3,179-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $5,165-100.0% | $4,169-100.0% | $5,851-100.0% |
| Admin fee / account holder | $773 | $8,464-90.9% | $7,089-89.1% | $11,601-93.3% |