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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 | $78,593 | $185,856-57.7% | $170,028-53.8% | $139,456-43.6% |
| Participation rate | 57.1% | 87.8%-30.6pp | 87.0%-29.9pp | 80.3%-23.2pp |
| Annual return | 22.55% | 60.52%-38.0pp | 53.39%-30.8pp | 373.45%-350.9pp |
| Employer contribution / active EE | $0 | $7,593-100.0% | $6,788-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $5,824 | $11,623-49.9% | $10,409-44.0% | $6,711-13.2% |
| Admin fee / account holder | $638 | $15,387-95.9% | $12,820-95.0% | $11,407-94.4% |