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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 | $47,821 | $148,623-67.8% | $135,974-64.8% | $139,466-65.7% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 20.29% | 79.30%-59.0pp | 68.30%-48.0pp | 373.66%-353.4pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $8,364 | $8,103+3.2% | $7,760+7.8% | $6,712+24.6% |
| Admin fee / account holder | $1,950 | $12,406-84.3% | $10,767-81.9% | $11,409-82.9% |