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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 | $144,115 | $159,978-9.9% | $147,041-2.0% | $145,978-1.3% |
| Participation rate | 56.3% | 84.0%-27.8pp | 82.2%-25.9pp | 80.3%-24.0pp |
| Annual return | 25.56% | 98.36%-72.8pp | 419.21%-393.7pp | 550.52%-525.0pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,672 | $8,429-32.7% | $8,071-29.7% | $6,690-15.2% |
| Admin fee / account holder | $3,172 | $15,053-78.9% | $13,006-75.6% | $13,400-76.3% |