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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 | $87,413 | $129,737-32.6% | $119,126-26.6% | $154,746-43.5% |
| Participation rate | 25.0% | 78.9%-53.9pp | 75.8%-50.8pp | 80.7%-55.7pp |
| Annual return | 11.37% | 379.08%-367.7pp | 282.11%-270.7pp | 172.34%-161.0pp |
| Employer contribution / active EE | $3,904 | $4,375-10.8% | $4,034-3.2% | $4,379-10.8% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $324 | $11,961-97.3% | $10,693-97.0% | $14,365-97.7% |