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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 | $17,191 | $148,623-88.4% | $135,974-87.4% | $139,466-87.7% |
| Participation rate | 55.6% | 83.9%-28.3pp | 81.9%-26.4pp | 80.3%-24.8pp |
| Annual return | 21.49% | 79.30%-57.8pp | 68.30%-46.8pp | 373.66%-352.2pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $8,470 | $8,103+4.5% | $7,760+9.1% | $6,712+26.2% |
| Admin fee / account holder | $3,415 | $12,406-72.5% | $10,767-68.3% | $11,409-70.1% |