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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 | $137,715 | $209,422-34.2% | $178,503-22.9% | $158,982-13.4% |
| Participation rate | 38.5% | 86.4%-47.9pp | 81.9%-43.5pp | 82.0%-43.5pp |
| Annual return | 9.42% | 188.81%-179.4pp | 151.12%-141.7pp | 302.99%-293.6pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,004 | $5,955-66.3% | $5,202-61.5% | $5,983-66.5% |
| Admin fee / account holder | $1,038 | $17,079-93.9% | $13,987-92.6% | $11,252-90.8% |