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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 | $141,278 | $183,539-23.0% | $155,556-9.2% | $145,897-3.2% |
| Participation rate | 42.9% | 82.7%-39.9pp | 78.2%-35.4pp | 80.3%-37.4pp |
| Annual return | 13.72% | 61.31%-47.6pp | 64.84%-51.1pp | 552.29%-538.6pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $7,009 | $6,467+8.4% | $5,631+24.5% | $6,689+4.8% |
| Admin fee / account holder | $3,303 | $19,275-82.9% | $15,885-79.2% | $13,390-75.3% |