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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 | $93,137 | $159,978-41.8% | $147,041-36.7% | $145,978-36.2% |
| Participation rate | 52.2% | 84.0%-31.8pp | 82.2%-30.0pp | 80.3%-28.1pp |
| Annual return | 15.65% | 98.36%-82.7pp | 419.21%-403.6pp | 550.52%-534.9pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,998 | $8,429-52.6% | $8,071-50.5% | $6,690-40.2% |
| Admin fee / account holder | $3,346 | $15,053-77.8% | $13,006-74.3% | $13,400-75.0% |