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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 | $56,132 | $165,381-66.1% | $149,730-62.5% | $158,966-64.7% |
| Participation rate | 28.6% | 84.6%-56.0pp | 82.5%-53.9pp | 82.0%-53.4pp |
| Annual return | 18.85% | 348.29%-329.4pp | 276.70%-257.9pp | 302.95%-284.1pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,619 | $7,182-21.8% | $6,843-17.9% | $5,983-6.1% |
| Admin fee / account holder | $19,330 | $10,809+78.8% | $9,310+107.6% | $11,250+71.8% |