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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 | $65,120 | $165,381-60.6% | $149,730-56.5% | $158,966-59.0% |
| Participation rate | 47.6% | 84.6%-37.0pp | 82.5%-34.9pp | 82.0%-34.3pp |
| Annual return | 15.57% | 348.29%-332.7pp | 276.70%-261.1pp | 302.95%-287.4pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,985 | $7,182-44.5% | $6,843-41.8% | $5,983-33.4% |
| Admin fee / account holder | $376 | $10,809-96.5% | $9,310-96.0% | $11,250-96.7% |