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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 | $73,546-47.6% | $63,018-38.9% | $147,586-73.9% |
| Participation rate | 56.3% | 77.9%-21.6pp | 74.8%-18.6pp | 82.8%-26.6pp |
| Annual return | 16.31% | 175.56%-159.2pp | 87.62%-71.3pp | 578.59%-562.3pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,761-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,584 | $4,185+9.5% | $3,330+37.7% | $5,439-15.7% |
| Admin fee / account holder | $520 | $5,956-91.3% | $3,601-85.6% | $10,886-95.2% |