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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 | $159,978-40.0% | $147,041-34.7% | $145,978-34.2% |
| Participation rate | 55.6% | 84.0%-28.5pp | 82.2%-26.6pp | 80.3%-24.7pp |
| Annual return | 14.91% | 98.36%-83.5pp | 419.21%-404.3pp | 550.52%-535.6pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $8,960 | $8,429+6.3% | $8,071+11.0% | $6,690+33.9% |
| Admin fee / account holder | $43,250 | $15,053+187.3% | $13,006+232.5% | $13,400+222.8% |