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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 | $42,303 | $160,040-73.6% | $147,096-71.2% | $145,877-71.0% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.2pp |
| Annual return | 10.90% | 98.49%-87.6pp | 419.75%-408.8pp | 551.28%-540.4pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $13,847 | $8,429+64.3% | $8,071+71.6% | $6,691+107.0% |
| Admin fee / account holder | $30,898 | $15,050+105.3% | $13,005+137.6% | $13,402+130.5% |