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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 | $52,571 | $183,539-71.4% | $155,556-66.2% | $145,897-64.0% |
| Participation rate | 40.0% | 82.7%-42.7pp | 78.2%-38.2pp | 80.3%-40.3pp |
| Annual return | 13.37% | 61.31%-47.9pp | 64.84%-51.5pp | 552.29%-538.9pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,722 | $6,467+3.9% | $5,631+19.4% | $6,689+0.5% |
| Admin fee / account holder | $39,120 | $19,275+103.0% | $15,885+146.3% | $13,390+192.2% |