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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 | $55,193 | $209,425-73.6% | $178,499-69.1% | $158,966-65.3% |
| Participation rate | 66.7% | 86.4%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 13.20% | 188.80%-175.6pp | 151.10%-137.9pp | 302.95%-289.7pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $7,752 | $5,955+30.2% | $5,202+49.0% | $5,983+29.6% |
| Admin fee / account holder | $331 | $17,078-98.1% | $13,986-97.6% | $11,250-97.1% |