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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 | $84,941 | $209,405-59.4% | $178,486-52.4% | $158,931-46.6% |
| Participation rate | 62.5% | 86.4%-23.9pp | 81.9%-19.4pp | 82.0%-19.5pp |
| Annual return | 11.26% | 188.77%-177.5pp | 151.08%-139.8pp | 302.86%-291.6pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $5,762 | $5,954-3.2% | $5,202+10.8% | $5,982-3.7% |
| Admin fee / account holder | $1,157 | $17,076-93.2% | $13,985-91.7% | $11,247-89.7% |