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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 | $54,356 | $107,941-49.6% | $91,994-40.9% | $152,897-64.4% |
| Participation rate | 62.5% | 81.2%-18.7pp | 78.6%-16.1pp | 82.5%-20.0pp |
| Annual return | 249.67% | 89.28%+160.4pp | 69.04%+180.6pp | 345.43%-95.8pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,453-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,767 | $6,366-25.1% | $5,924-19.5% | $5,851-18.5% |
| Admin fee / account holder | $7,755 | $10,521-26.3% | $7,744+0.1% | $11,599-33.1% |