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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 | $45,159 | $175,231-74.2% | $149,696-69.8% | $139,466-67.6% |
| Participation rate | 43.8% | 83.4%-39.6pp | 78.8%-35.0pp | 80.3%-36.6pp |
| Annual return | 36.42% | 166.77%-130.4pp | 134.46%-98.0pp | 373.66%-337.2pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $11,250 | $6,521+72.5% | $5,682+98.0% | $6,712+67.6% |
| Admin fee / account holder | $585 | $16,155-96.4% | $13,212-95.6% | $11,409-94.9% |