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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 | $93,217 | $180,749-48.4% | $160,784-42.0% | $137,256-32.1% |
| Participation rate | 45.5% | 80.0%-34.5pp | 77.0%-31.5pp | 80.0%-34.5pp |
| Annual return | 10.84% | 2234.46%-2223.6pp | 1803.92%-1793.1pp | 220.34%-209.5pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,389 | $6,844-79.7% | $6,293-77.9% | $6,407-78.3% |
| Admin fee / account holder | $303 | $10,397-97.1% | $9,717-96.9% | $12,270-97.5% |