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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 | $43,137 | $148,623-71.0% | $135,974-68.3% | $139,466-69.1% |
| Participation rate | 68.4% | 83.9%-15.4pp | 81.9%-13.5pp | 80.3%-11.9pp |
| Annual return | 18.97% | 79.30%-60.3pp | 68.30%-49.3pp | 373.66%-354.7pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,541 | $8,103-56.3% | $7,760-54.4% | $6,712-47.2% |
| Admin fee / account holder | $6,144 | $12,406-50.5% | $10,767-42.9% | $11,409-46.1% |