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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 | $47,436 | $202,342-76.6% | $172,752-72.5% | $152,897-69.0% |
| Participation rate | 60.0% | 87.1%-27.1pp | 82.6%-22.6pp | 82.5%-22.5pp |
| Annual return | 14.82% | 1029.83%-1015.0pp | 802.97%-788.2pp | 345.43%-330.6pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,112 | $5,948-30.9% | $5,198-20.9% | $5,851-29.7% |
| Admin fee / account holder | $12,038 | $17,111-29.6% | $13,955-13.7% | $11,599+3.8% |