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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 | $86,690 | $217,432-60.1% | $185,849-53.4% | $167,536-48.3% |
| Participation rate | 50.0% | 86.1%-36.1pp | 81.7%-31.7pp | 82.1%-32.1pp |
| Annual return | 15.09% | 148.42%-133.3pp | 122.10%-107.0pp | 478.82%-463.7pp |
| Employer contribution / active EE | $0 | $5,875-100.0% | $5,169-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $13,000 | $6,357+104.5% | $5,569+133.4% | $6,342+105.0% |
| Admin fee / account holder | $709 | $19,818-96.4% | $16,244-95.6% | $12,315-94.2% |