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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 | $36,934 | $183,592-79.9% | $155,567-76.3% | $145,959-74.7% |
| Participation rate | 37.5% | 82.7%-45.2pp | 78.2%-40.7pp | 80.3%-42.8pp |
| Annual return | 10.69% | 61.24%-50.5pp | 64.74%-54.0pp | 561.95%-551.3pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,674-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $3,600 | $6,464-44.3% | $5,628-36.0% | $6,689-46.2% |
| Admin fee / account holder | $781 | $19,318-96.0% | $15,916-95.1% | $13,398-94.2% |