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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 | $97,696 | $160,028-39.0% | $147,080-33.6% | $145,884-33.0% |
| Participation rate | 63.6% | 84.0%-20.4pp | 82.2%-18.5pp | 80.3%-16.7pp |
| Annual return | 19.67% | 98.60%-78.9pp | 420.17%-400.5pp | 551.85%-532.2pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $19,352 | $8,422+129.8% | $8,066+139.9% | $6,690+189.3% |
| Admin fee / account holder | $3,392 | $15,030-77.4% | $12,989-73.9% | $13,392-74.7% |