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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 | $63,095 | $162,136-61.1% | $152,301-58.6% | $154,746-59.2% |
| Participation rate | 57.1% | 84.1%-27.0pp | 82.4%-25.3pp | 80.7%-23.6pp |
| Annual return | 20.58% | 91.02%-70.4pp | 80.50%-59.9pp | 172.34%-151.8pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $14,420 | $8,341+72.9% | $8,004+80.2% | $6,730+114.2% |
| Admin fee / account holder | $637 | $15,759-96.0% | $14,398-95.6% | $14,365-95.6% |