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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 | $38,125 | $175,257-78.2% | $149,717-74.5% | $139,456-72.7% |
| Participation rate | 52.2% | 83.4%-31.2pp | 78.8%-26.6pp | 80.3%-28.2pp |
| Annual return | 16.06% | 166.70%-150.6pp | 134.41%-118.3pp | 373.45%-357.4pp |
| Employer contribution / active EE | $0 | $5,477-100.0% | $4,820-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $2,634 | $6,521-59.6% | $5,682-53.6% | $6,711-60.7% |
| Admin fee / account holder | $10,542 | $16,156-34.7% | $13,213-20.2% | $11,407-7.6% |