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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 | $35,225 | $183,988-80.9% | $162,177-78.3% | $152,897-77.0% |
| Participation rate | 60.0% | 88.5%-28.5pp | 87.6%-27.6pp | 82.5%-22.5pp |
| Annual return | 26.92% | 150.79%-123.9pp | 115.60%-88.7pp | 345.43%-318.5pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $11,446 | $8,032+42.5% | $7,297+56.9% | $5,851+95.6% |
| Admin fee / account holder | $910 | $13,123-93.1% | $10,843-91.6% | $11,599-92.2% |