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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 | $32,350 | $144,130-77.6% | $117,861-72.6% | $147,586-78.1% |
| Participation rate | 68.4% | 83.4%-15.0pp | 79.7%-11.2pp | 82.8%-14.4pp |
| Annual return | 11.09% | 531.20%-520.1pp | 335.11%-324.0pp | 578.59%-567.5pp |
| Employer contribution / active EE | $0 | $4,897-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,210 | $5,316-58.4% | $4,482-50.7% | $5,439-59.4% |
| Admin fee / account holder | $13,230 | $10,887+21.5% | $8,021+64.9% | $10,886+21.5% |