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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 | $86,714 | $162,136-46.5% | $152,301-43.1% | $154,746-44.0% |
| Participation rate | 27.3% | 84.1%-56.8pp | 82.4%-55.2pp | 80.7%-53.4pp |
| Annual return | 19.88% | 91.02%-71.1pp | 80.50%-60.6pp | 172.34%-152.5pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,095 | $8,341-62.9% | $8,004-61.3% | $6,730-54.0% |
| Admin fee / account holder | $31,704 | $15,759+101.2% | $14,398+120.2% | $14,365+120.7% |