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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 | $39,777 | $160,028-75.1% | $147,080-73.0% | $145,884-72.7% |
| Participation rate | 61.1% | 84.0%-22.9pp | 82.2%-21.1pp | 80.3%-19.2pp |
| Annual return | 16.06% | 98.60%-82.5pp | 420.17%-404.1pp | 551.85%-535.8pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $9,569 | $8,422+13.6% | $8,066+18.6% | $6,690+43.0% |
| Admin fee / account holder | $1,617 | $15,030-89.2% | $12,989-87.6% | $13,392-87.9% |