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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 | $99,534 | $148,629-33.0% | $135,982-26.8% | $139,487-28.6% |
| Participation rate | 35.0% | 83.9%-48.9pp | 81.9%-46.9pp | 80.3%-45.3pp |
| Annual return | 13.43% | 79.33%-65.9pp | 68.32%-54.9pp | 373.84%-360.4pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $3,380 | $8,102-58.3% | $7,760-56.4% | $6,713-49.6% |
| Admin fee / account holder | $18,953 | $12,406+52.8% | $10,767+76.0% | $11,407+66.1% |