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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 | $36,681 | $197,625-81.4% | $177,840-79.4% | $158,966-76.9% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.7%-37.7pp | 82.0%-32.0pp |
| Annual return | 40.96% | 58.76%-17.8pp | 48.32%-7.4pp | 302.95%-262.0pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $8,515 | $8,405+1.3% | $7,714+10.4% | $5,983+42.3% |
| Admin fee / account holder | $322 | $15,405-97.9% | $12,431-97.4% | $11,250-97.1% |