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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 | $54,121 | $110,039-50.8% | $97,260-44.4% | $145,884-62.9% |
| Participation rate | 9.1% | 75.9%-66.8pp | 72.7%-63.6pp | 80.3%-71.2pp |
| Annual return | 7.75% | 244.44%-236.7pp | 75.54%-67.8pp | 551.85%-544.1pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,721-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $4,674-100.0% | $4,262-100.0% | $6,690-100.0% |
| Admin fee / account holder | $604 | $6,204-90.3% | $5,640-89.3% | $13,392-95.5% |