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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 | $61,657 | $209,874-70.6% | $189,537-67.5% | $167,536-63.2% |
| Participation rate | 50.0% | 88.7%-38.7pp | 87.8%-37.8pp | 82.1%-32.1pp |
| Annual return | 27.15% | 748.61%-721.5pp | 555.34%-528.2pp | 478.82%-451.7pp |
| Employer contribution / active EE | $0 | $6,913-100.0% | $6,161-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $11,500 | $8,934+28.7% | $8,220+39.9% | $6,342+81.3% |
| Admin fee / account holder | $607 | $14,299-95.8% | $12,048-95.0% | $12,315-95.1% |