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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 | $58,127 | $144,130-59.7% | $117,861-50.7% | $147,586-60.6% |
| Participation rate | 64.7% | 83.4%-18.7pp | 79.7%-15.0pp | 82.8%-18.1pp |
| Annual return | 15.51% | 531.20%-515.7pp | 335.11%-319.6pp | 578.59%-563.1pp |
| Employer contribution / active EE | $0 | $4,897-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,699 | $5,316-11.6% | $4,482+4.8% | $5,439-13.6% |
| Admin fee / account holder | $14,937 | $10,887+37.2% | $8,021+86.2% | $10,886+37.2% |