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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 | $88,914 | $196,972-54.9% | $182,262-51.2% | $198,609-55.2% |
| Participation rate | 31.3% | 85.7%-54.4pp | 84.2%-53.0pp | 82.4%-51.1pp |
| Annual return | 11.06% | 158.27%-147.2pp | 140.60%-129.5pp | 202.70%-191.6pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $6,617 | $8,643-23.4% | $8,276-20.0% | $6,977-5.2% |
| Admin fee / account holder | $58,364 | $18,429+216.7% | $16,712+249.2% | $19,030+206.7% |