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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 | $164,735 | $217,427-24.2% | $185,837-11.4% | $167,518-1.7% |
| Participation rate | 33.3% | 86.0%-52.7pp | 81.7%-48.4pp | 82.1%-48.8pp |
| Annual return | 11.70% | 148.39%-136.7pp | 122.08%-110.4pp | 478.71%-467.0pp |
| Employer contribution / active EE | $0 | $5,874-100.0% | $5,168-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $8,000 | $6,357+25.8% | $5,568+43.7% | $6,342+26.1% |
| Admin fee / account holder | $1,358 | $19,816-93.1% | $16,241-91.6% | $12,312-89.0% |