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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 | $69,005 | $175,259-60.6% | $149,723-53.9% | $139,487-50.5% |
| Participation rate | 64.3% | 83.4%-19.1pp | 78.8%-14.5pp | 80.3%-16.1pp |
| Annual return | 11.22% | 166.82%-155.6pp | 134.50%-123.3pp | 373.84%-362.6pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $2,264 | $6,522-65.3% | $5,682-60.2% | $6,713-66.3% |
| Admin fee / account holder | $8,130 | $16,158-49.7% | $13,215-38.5% | $11,407-28.7% |