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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 | $54,350 | $160,028-66.0% | $147,080-63.0% | $145,884-62.7% |
| Participation rate | 45.8% | 84.0%-38.2pp | 82.2%-36.3pp | 80.3%-34.5pp |
| Annual return | 14.83% | 98.60%-83.8pp | 420.17%-405.3pp | 551.85%-537.0pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,338 | $8,422-48.5% | $8,066-46.2% | $6,690-35.2% |
| Admin fee / account holder | $12,379 | $15,030-17.6% | $12,989-4.7% | $13,392-7.6% |