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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 | $59,581 | $165,361-64.0% | $149,715-60.2% | $158,950-62.5% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 12.49% | 348.24%-335.7pp | 276.66%-264.2pp | 302.91%-290.4pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,416 | $7,182-38.5% | $6,842-35.5% | $5,983-26.2% |
| Admin fee / account holder | $93,477 | $10,808+764.9% | $9,310+904.1% | $11,248+731.0% |