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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 | $101,945 | $157,304-35.2% | $141,197-27.8% | $152,909-33.3% |
| Participation rate | 64.3% | 84.8%-20.5pp | 82.5%-18.2pp | 82.5%-18.2pp |
| Annual return | 25.58% | 64.34%-38.8pp | 71.41%-45.8pp | 345.46%-319.9pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,108 | $7,111-56.3% | $6,710-53.7% | $5,851-46.9% |
| Admin fee / account holder | $546 | $12,126-95.5% | $10,265-94.7% | $11,601-95.3% |