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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 | $52,912 | $202,342-73.9% | $172,752-69.4% | $152,897-65.4% |
| Participation rate | 35.0% | 87.1%-52.1pp | 82.6%-47.6pp | 82.5%-47.5pp |
| Annual return | 26.19% | 1029.83%-1003.6pp | 802.97%-776.8pp | 345.43%-319.2pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,741 | $5,948-3.5% | $5,198+10.4% | $5,851-1.9% |
| Admin fee / account holder | $841 | $17,111-95.1% | $13,955-94.0% | $11,599-92.7% |