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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 | $131,241 | $209,874-37.5% | $189,537-30.8% | $167,536-21.7% |
| Participation rate | 54.5% | 88.7%-34.1pp | 87.8%-33.3pp | 82.1%-27.6pp |
| Annual return | 21.57% | 748.61%-727.0pp | 555.34%-533.8pp | 478.82%-457.2pp |
| Employer contribution / active EE | $0 | $6,913-100.0% | $6,161-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $4,965 | $8,934-44.4% | $8,220-39.6% | $6,342-21.7% |
| Admin fee / account holder | $9,368 | $14,299-34.5% | $12,048-22.2% | $12,315-23.9% |