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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 | $50,728 | $176,402-71.2% | $134,162-62.2% | $158,982-68.1% |
| Participation rate | 16.7% | 78.7%-62.1pp | 72.2%-55.5pp | 82.0%-65.3pp |
| Annual return | 21.79% | 63.66%-41.9pp | 36.35%-14.6pp | 302.99%-281.2pp |
| Employer contribution / active EE | $0 | $5,042-100.0% | $3,705-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $907 | $4,093-77.8% | $3,500-74.1% | $5,983-84.8% |
| Admin fee / account holder | $523 | $8,719-94.0% | $6,685-92.2% | $11,252-95.3% |