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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 | $27,059 | $165,361-83.6% | $149,715-81.9% | $158,950-83.0% |
| Participation rate | 38.1% | 84.6%-46.5pp | 82.5%-44.4pp | 82.0%-43.9pp |
| Annual return | 14.95% | 348.24%-333.3pp | 276.66%-261.7pp | 302.91%-288.0pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,175 | $7,182-41.9% | $6,842-39.0% | $5,983-30.2% |
| Admin fee / account holder | $2,765 | $10,808-74.4% | $9,310-70.3% | $11,248-75.4% |