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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 | $38,755 | $180,462-78.5% | $154,111-74.9% | $135,379-71.4% |
| Participation rate | 58.8% | 87.4%-28.6pp | 83.0%-24.2pp | 82.6%-23.8pp |
| Annual return | 26.51% | 888.17%-861.7pp | 735.18%-708.7pp | 519.79%-493.3pp |
| Employer contribution / active EE | $0 | $6,036-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,300 | $5,806-43.2% | $5,081-35.0% | $5,609-41.2% |
| Admin fee / account holder | $20,822 | $16,145+29.0% | $13,411+55.3% | $10,828+92.3% |