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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 | $65,138 | $114,119-42.9% | $107,187-39.2% | $138,895-53.1% |
| Participation rate | 55.6% | 78.1%-22.5pp | 75.0%-19.5pp | 79.9%-24.4pp |
| Annual return | 11.79% | 273.21%-261.4pp | 204.55%-192.8pp | 145.39%-133.6pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,335 | $5,538-39.8% | $5,096-34.6% | $6,396-47.9% |
| Admin fee / account holder | $12,639 | $10,024+26.1% | $9,162+37.9% | $12,562+0.6% |