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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 | $141,951 | $160,028-11.3% | $147,080-3.5% | $145,884-2.7% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 12.23% | 98.60%-86.4pp | 420.17%-407.9pp | 551.85%-539.6pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,442 | $8,422-59.1% | $8,066-57.3% | $6,690-48.5% |
| Admin fee / account holder | $23,987 | $15,030+59.6% | $12,989+84.7% | $13,392+79.1% |