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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 | $33,351 | $148,623-77.6% | $135,974-75.5% | $139,466-76.1% |
| Participation rate | 38.5% | 83.9%-45.4pp | 81.9%-43.5pp | 80.3%-41.9pp |
| Annual return | 43.18% | 79.30%-36.1pp | 68.30%-25.1pp | 373.66%-330.5pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $5,144 | $8,103-36.5% | $7,760-33.7% | $6,712-23.4% |
| Admin fee / account holder | $4,360 | $12,406-64.9% | $10,767-59.5% | $11,409-61.8% |