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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 | $56,950 | $198,457-71.3% | $170,435-66.6% | $147,586-61.4% |
| Participation rate | 8.3% | 88.0%-79.6pp | 83.6%-75.3pp | 82.8%-74.5pp |
| Annual return | 13.65% | 257.30%-243.7pp | 205.94%-192.3pp | 578.59%-564.9pp |
| Employer contribution / active EE | $0 | $6,183-100.0% | $5,432-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,000 | $5,629-64.5% | $4,939-59.5% | $5,439-63.2% |
| Admin fee / account holder | $3,277 | $16,852-80.6% | $13,881-76.4% | $10,886-69.9% |