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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 | $68,380 | $176,105-61.2% | $159,474-57.1% | $167,536-59.2% |
| Participation rate | 38.1% | 85.0%-46.9pp | 82.8%-44.7pp | 82.1%-44.0pp |
| Annual return | 18.84% | 331.91%-313.1pp | 263.68%-244.8pp | 478.82%-460.0pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $3,128 | $7,751-59.6% | $7,353-57.5% | $6,342-50.7% |
| Admin fee / account holder | $10,401 | $12,559-17.2% | $10,802-3.7% | $12,315-15.5% |