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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 | $80,115 | $157,304-49.1% | $141,197-43.3% | $152,909-47.6% |
| Participation rate | 36.8% | 84.8%-48.0pp | 82.5%-45.6pp | 82.5%-45.6pp |
| Annual return | 201.21% | 64.34%+136.9pp | 71.41%+129.8pp | 345.46%-144.3pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,606 | $7,111-63.3% | $6,710-61.2% | $5,851-55.5% |
| Admin fee / account holder | $888 | $12,126-92.7% | $10,265-91.4% | $11,601-92.3% |