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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 | $169,336-76.8% | $129,384-69.6% | $145,884-73.0% |
| Participation rate | 40.0% | 76.5%-36.5pp | 69.6%-29.6pp | 80.3%-40.3pp |
| Annual return | 13.15% | 14408.70%-14395.6pp | 9461.77%-9448.6pp | 551.85%-538.7pp |
| Employer contribution / active EE | $0 | $5,540-100.0% | $4,153-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,986 | $4,9850% | $4,166+19.7% | $6,690-25.5% |
| Admin fee / account holder | $13,160 | $9,912+32.8% | $7,686+71.2% | $13,392-1.7% |