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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 | $106,102 | $150,412-29.5% | $120,574-12.0% | $145,884-27.3% |
| Participation rate | 11.1% | 78.8%-67.7pp | 71.9%-60.8pp | 80.3%-69.2pp |
| Annual return | 10.75% | 154.50%-143.8pp | 107.42%-96.7pp | 551.85%-541.1pp |
| Employer contribution / active EE | $0 | $4,355-100.0% | $3,471-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $6,175-100.0% | $4,996-100.0% | $6,690-100.0% |
| Admin fee / account holder | $1,078 | $12,224-91.2% | $9,445-88.6% | $13,392-92.0% |