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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 | $12,343 | $109,344-88.7% | $89,400-86.2% | $158,950-92.2% |
| Participation rate | 63.2% | 74.3%-11.1pp | 68.0%-4.8pp | 82.0%-18.8pp |
| Annual return | 32.85% | 345.73%-312.9pp | 245.64%-212.8pp | 302.91%-270.1pp |
| Employer contribution / active EE | $0 | $3,170-100.0% | $2,586-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,046 | $4,599-12.0% | $3,890+4.0% | $5,983-32.4% |
| Admin fee / account holder | $557 | $6,154-91.0% | $4,882-88.6% | $11,248-95.1% |