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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 | $73,166 | $125,190-41.6% | $105,624-30.7% | $145,897-49.9% |
| Participation rate | 54.5% | 77.6%-23.1pp | 75.3%-20.7pp | 80.3%-25.8pp |
| Annual return | 12.47% | 225.22%-212.7pp | 116.20%-103.7pp | 552.29%-539.8pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,168-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,688 | $5,716-53.0% | $5,013-46.4% | $6,689-59.8% |
| Admin fee / account holder | $15,371 | $17,138-10.3% | $10,961+40.2% | $13,390+14.8% |