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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 | $96,028 | $160,070-40.0% | $147,117-34.7% | $145,897-34.2% |
| Participation rate | 55.6% | 84.0%-28.5pp | 82.2%-26.6pp | 80.3%-24.8pp |
| Annual return | 14.91% | 98.69%-83.8pp | 420.54%-405.6pp | 552.29%-537.4pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $8,960 | $8,419+6.4% | $8,065+11.1% | $6,689+33.9% |
| Admin fee / account holder | $43,250 | $15,035+187.7% | $12,993+232.9% | $13,390+223.0% |