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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 | $38,528 | $73,518-47.6% | $63,003-38.8% | $147,585-73.9% |
| Participation rate | 56.3% | 77.9%-21.6pp | 74.8%-18.6pp | 82.8%-26.6pp |
| Annual return | 16.31% | 175.46%-159.1pp | 87.59%-71.3pp | 578.57%-562.3pp |
| Employer contribution / active EE | $0 | $3,322-100.0% | $2,760-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,584 | $4,183+9.6% | $3,329+37.7% | $5,439-15.7% |
| Admin fee / account holder | $520 | $5,952-91.3% | $3,600-85.6% | $10,885-95.2% |