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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 | $105,714 | $176,120-40.0% | $159,487-33.7% | $167,553-36.9% |
| Participation rate | 66.7% | 85.0%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 13.55% | 331.95%-318.4pp | 263.71%-250.2pp | 478.89%-465.3pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $10,826 | $7,752+39.7% | $7,354+47.2% | $6,343+70.7% |
| Admin fee / account holder | $14,930 | $12,561+18.9% | $10,804+38.2% | $12,316+21.2% |