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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 | $32,480 | $159,934-79.7% | $147,005-77.9% | $145,959-77.7% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 45.08% | 98.24%-53.2pp | 418.76%-373.7pp | 561.95%-516.9pp |
| Employer contribution / active EE | $0 | $5,287-100.0% | $4,934-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $8,240 | $8,427-2.2% | $8,070+2.1% | $6,689+23.2% |
| Admin fee / account holder | $2,107 | $15,053-86.0% | $13,006-83.8% | $13,398-84.3% |