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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 | $55,592 | $159,934-65.2% | $147,005-62.2% | $145,959-61.9% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 65.41% | 98.24%-32.8pp | 418.76%-353.4pp | 561.95%-496.5pp |
| Employer contribution / active EE | $0 | $5,287-100.0% | $4,934-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $3,067 | $8,427-63.6% | $8,070-62.0% | $6,689-54.1% |
| Admin fee / account holder | $9,182 | $15,053-39.0% | $13,006-29.4% | $13,398-31.5% |