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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 | $52,094 | $171,867-69.7% | $149,721-65.2% | $147,586-64.7% |
| Participation rate | 41.7% | 88.2%-46.5pp | 87.1%-45.4pp | 82.8%-41.2pp |
| Annual return | 15.52% | 2113.36%-2097.8pp | 1501.67%-1486.1pp | 578.59%-563.1pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,444-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,974 | $7,270-17.8% | $6,568-9.0% | $5,439+9.8% |
| Admin fee / account holder | $28,463 | $13,799+106.3% | $11,282+152.3% | $10,886+161.5% |