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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 | $60,379 | $160,028-62.3% | $147,080-58.9% | $145,884-58.6% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-47.0pp |
| Annual return | 13.70% | 98.60%-84.9pp | 420.17%-406.5pp | 551.85%-538.1pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $7,501 | $8,422-10.9% | $8,066-7.0% | $6,690+12.1% |
| Admin fee / account holder | $2,887 | $15,030-80.8% | $12,989-77.8% | $13,392-78.4% |