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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 | $20,304 | $152,542-86.7% | $117,498-82.7% | $134,509-84.9% |
| Participation rate | 50.0% | 77.1%-27.1pp | 70.6%-20.6pp | 81.2%-31.2pp |
| Annual return | 22.96% | 53.02%-30.1pp | 29.75%-6.8pp | 418.13%-395.2pp |
| Employer contribution / active EE | $0 | $5,574-100.0% | $4,178-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $6,488 | $4,819+34.6% | $4,071+59.4% | $6,400+1.4% |
| Admin fee / account holder | $7,624 | $7,006+8.8% | $5,646+35.0% | $11,427-33.3% |