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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 | $79,227 | $198,457-60.1% | $170,435-53.5% | $147,586-46.3% |
| Participation rate | 47.4% | 88.0%-40.6pp | 83.6%-36.2pp | 82.8%-35.5pp |
| Annual return | 12.41% | 257.30%-244.9pp | 205.94%-193.5pp | 578.59%-566.2pp |
| Employer contribution / active EE | $0 | $6,183-100.0% | $5,432-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,468 | $5,629-20.6% | $4,939-9.5% | $5,439-17.8% |
| Admin fee / account holder | $808 | $16,852-95.2% | $13,881-94.2% | $10,886-92.6% |