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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 | $64,333 | $175,231-63.3% | $149,696-57.0% | $139,466-53.9% |
| Participation rate | 57.9% | 83.4%-25.5pp | 78.8%-20.9pp | 80.3%-22.4pp |
| Annual return | 19.42% | 166.77%-147.4pp | 134.46%-115.0pp | 373.66%-354.2pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,476 | $6,521-62.0% | $5,682-56.4% | $6,712-63.1% |
| Admin fee / account holder | $898 | $16,155-94.4% | $13,212-93.2% | $11,409-92.1% |