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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 | $183,592-71.4% | $155,574-66.2% | $145,877-64.0% |
| Participation rate | 40.0% | 82.7%-42.7pp | 78.2%-38.2pp | 80.3%-40.3pp |
| Annual return | 13.37% | 61.37%-48.0pp | 64.87%-51.5pp | 551.28%-537.9pp |
| Employer contribution / active EE | $0 | $5,317-100.0% | $4,676-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,722 | $6,466+4.0% | $5,629+19.4% | $6,691+0.5% |
| Admin fee / account holder | $39,120 | $19,316+102.5% | $15,914+145.8% | $13,402+191.9% |