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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 | $59,804 | $159,978-62.6% | $147,041-59.3% | $145,978-59.0% |
| Participation rate | 44.4% | 84.0%-39.6pp | 82.2%-37.7pp | 80.3%-35.8pp |
| Annual return | 10.04% | 98.36%-88.3pp | 419.21%-409.2pp | 550.52%-540.5pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,496 | $8,429-46.7% | $8,071-44.3% | $6,690-32.8% |
| Admin fee / account holder | $38,508 | $15,053+155.8% | $13,006+196.1% | $13,400+187.4% |