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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 | $92,396 | $228,352-59.5% | $185,835-50.3% | $158,966-41.9% |
| Participation rate | 41.2% | 82.3%-41.1pp | 78.0%-36.9pp | 82.0%-40.8pp |
| Annual return | 9.38% | 40.81%-31.4pp | 35.96%-26.6pp | 302.95%-293.6pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,087-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,759 | $6,416-72.6% | $5,633-68.8% | $5,983-70.6% |
| Admin fee / account holder | $33,797 | $11,867+184.8% | $9,502+255.7% | $11,250+200.4% |