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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 | $211,224-46.2% | $178,505-36.3% | $145,897-22.1% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 14.84% | 30.28%-15.4pp | 27.16%-12.3pp | 552.29%-537.4pp |
| Employer contribution / active EE | $0 | $4,577-100.0% | $3,955-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,690 | $6,966-75.7% | $6,280-73.1% | $6,689-74.7% |
| Admin fee / account holder | $11,984 | $12,109-1.0% | $10,428+14.9% | $13,390-10.5% |