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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 | $47,747 | $202,345-76.4% | $172,755-72.4% | $152,885-68.8% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 26.02% | 1029.77%-1003.8pp | 802.94%-776.9pp | 345.39%-319.4pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $9,336 | $5,948+57.0% | $5,198+79.6% | $5,851+59.6% |
| Admin fee / account holder | $399 | $17,111-97.7% | $13,955-97.1% | $11,598-96.6% |