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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 | $39,365 | $169,361-76.8% | $129,397-69.6% | $145,877-73.0% |
| Participation rate | 40.0% | 76.5%-36.5pp | 69.6%-29.6pp | 80.3%-40.3pp |
| Annual return | 13.15% | 14395.54%-14382.4pp | 9453.98%-9440.8pp | 551.28%-538.1pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,154-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,986 | $4,9870% | $4,167+19.6% | $6,691-25.5% |
| Admin fee / account holder | $13,160 | $9,903+32.9% | $7,679+71.4% | $13,402-1.8% |