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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 | $99,707 | $107,368-7.1% | $92,915+7.3% | $152,909-34.8% |
| Participation rate | 56.5% | 79.8%-23.3pp | 76.0%-19.5pp | 82.5%-25.9pp |
| Annual return | 22.72% | 145.64%-122.9pp | 109.45%-86.7pp | 345.46%-322.7pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,748 | $4,848-63.9% | $4,238-58.8% | $5,851-70.1% |
| Admin fee / account holder | $4,725 | $7,082-33.3% | $5,796-18.5% | $11,601-59.3% |