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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 | $45,699 | $209,888-78.2% | $189,545-75.9% | $167,553-72.7% |
| Participation rate | 33.3% | 88.7%-55.3pp | 87.8%-54.5pp | 82.1%-48.8pp |
| Annual return | 12.29% | 748.66%-736.4pp | 555.36%-543.1pp | 478.89%-466.6pp |
| Employer contribution / active EE | $0 | $6,915-100.0% | $6,162-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $4,333 | $8,934-51.5% | $8,220-47.3% | $6,343-31.7% |
| Admin fee / account holder | $15,313 | $14,300+7.1% | $12,049+27.1% | $12,316+24.3% |