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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 | $136,239 | $142,430-4.3% | $115,170+18.3% | $152,897-10.9% |
| Participation rate | 66.7% | 82.4%-15.7pp | 75.9%-9.2pp | 82.5%-15.8pp |
| Annual return | 20.87% | 41.48%-20.6pp | 35.60%-14.7pp | 345.43%-324.6pp |
| Employer contribution / active EE | $0 | $4,011-100.0% | $3,179-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $13,000 | $5,165+151.7% | $4,169+211.8% | $5,851+122.2% |
| Admin fee / account holder | $1,394 | $8,464-83.5% | $7,089-80.3% | $11,599-88.0% |