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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 | $76,418 | $107,353-28.8% | $92,903-17.7% | $152,885-50.0% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.5%-15.8pp |
| Annual return | 21.18% | 145.62%-124.4pp | 109.43%-88.2pp | 345.39%-324.2pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,419 | $4,848-70.7% | $4,238-66.5% | $5,851-75.7% |
| Admin fee / account holder | $1,118 | $7,081-84.2% | $5,795-80.7% | $11,598-90.4% |