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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 | $113,665 | $210,698-46.1% | $178,014-36.1% | $145,959-22.1% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 14.84% | 386.27%-371.4pp | 294.80%-280.0pp | 561.95%-547.1pp |
| Employer contribution / active EE | $0 | $4,567-100.0% | $3,950-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $1,690 | $6,958-75.7% | $6,276-73.1% | $6,689-74.7% |
| Admin fee / account holder | $11,984 | $12,016-0.3% | $10,362+15.7% | $13,398-10.6% |