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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 | $30,066 | $148,629-79.8% | $135,982-77.9% | $139,487-78.4% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 28.76% | 79.33%-50.6pp | 68.32%-39.6pp | 373.84%-345.1pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $7,491 | $8,102-7.5% | $7,760-3.5% | $6,713+11.6% |
| Admin fee / account holder | $6,968 | $12,406-43.8% | $10,767-35.3% | $11,407-38.9% |