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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 | $52,587 | $56,197-6.4% | $67,652-22.3% | $59,633-11.8% |
| Participation rate | 64.3% | 71.5%-7.2pp | 75.7%-11.4pp | 68.7%-4.4pp |
| Annual return | 21.50% | 18508.10%-18486.6pp | 6625.40%-6603.9pp | 2041.45%-2020.0pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,623 | $2,844-7.8% | $3,560-26.3% | $3,192-17.8% |
| Admin fee / account holder | $11,390 | $3,958+187.8% | $4,821+136.3% | $4,297+165.1% |