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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 | $42,781 | $184,000-76.7% | $162,185-73.6% | $152,909-72.0% |
| Participation rate | 62.5% | 88.5%-26.0pp | 87.6%-25.1pp | 82.5%-20.0pp |
| Annual return | 14.29% | 150.80%-136.5pp | 115.61%-101.3pp | 345.46%-331.2pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,537 | $8,033-56.0% | $7,297-51.5% | $5,851-39.6% |
| Admin fee / account holder | $39,587 | $13,124+201.6% | $10,844+265.1% | $11,601+241.2% |